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Daniel Jesse Evans

CFP®

MIDWEST PROFESSIONAL PLANNERS, LTD.

WAUSAU, WI

·CRD# 4684088·23 years experience

Professional Summary

Daniel Jesse Evans, CFP® is a registered financial advisor currently at MIDWEST PROFESSIONAL PLANNERS, LTD. located in Wausau, Wisconsin and APW CAPITAL, INC. located in Wausau, Wisconsin. Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Daniel has worked at 3 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®

Certified Financial PlannerSince 2013

Years of Experience

23 years in the financial services industry

Current & Past Employments

MIDWEST PROFESSIONAL PLANNERS, LTD.·CRD# 112995

RIA

2610 Stewart Avenue, Suite 100, Wausau, WI 54401

July 11, 2005 - Present

APW CAPITAL, INC.·CRD# 43814

BD

2610 Stewart Ave, Suite 100, Wausau, WI 54401

January 25, 2018 - Present

EQUITABLE ADVISORS, LLC·CRD# 6627

BD

Wausau, WI

September 9, 2003 - June 7, 2011

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Current Firm

MP

MIDWEST PROFESSIONAL PLANNERS, LTD.

MIDWEST PROFESSIONAL PLANNERS, LTD. | MPPL FINANCIAL (DBA ONLY) | MPPL FINANCIAL

CRD#: 112995 / SEC#: 801-72649

RIA

Registered Investment Advisory firm - SEC (8/24/2011 Approved)

Florida

Registered Investment Advisory firm - Florida (8/29/2011 Terminated)

Illinois

Registered Investment Advisory firm - Illinois (8/24/2011 Terminated)

Minnesota

Registered Investment Advisory firm - Minnesota (8/29/2011 Terminated)

Wisconsin

Registered Investment Advisory firm - Wisconsin (8/29/2011 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2610 Stewart Avenue, Suite 100, Wausau, WI 54401

Phone Number

(715) 848-3474

# of Employees

29

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (7/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,726

AUM (Assets Under Management)

$649,341,666

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

THIS INDIVIDUAL IS DUALLY REGISTERED WITH UNAFFILIATED BROKER/DEALER AND RIA FIRMS. SOME ACTIVITY LISTED IS CONSIDERED OUTSIDE BUSINESS ACTIVITY FOR BROKER/DEALER PURPOSES ONLY, AND SOME ACTIVITY LISTED IS CONSIDERED OUTSIDE BUSINESS ACTIVITY FOR RIA FIRM PURPOSES ONLY. 1) BUSINESS NAME-MIDWEST PROFESSIONAL PLANNERS, LTD., INVESTMENT-RELATED, WAUSAU, WI, NATURE OF BUSINESS-RIA, POSITION-INVESTMENT ADVISOR REPRESENTATIVE, INVESTMENT COMMITTEE MEMBER, DIRECTOR, SHAREHOLDER, FINANCIAL ADVISOR, START-06/2003, 160 HRS/MO. DURING TRADING HOURS, DUTIES-OVERSEE CLIENT SERVICES DEPT., CLIENT SERVICE, TRADING, RESEARCH. 2) BUSINESS NAME-APW CAPITAL, INC., INVESTMENT-RELATED, WAUSAU, WI, NATURE OF BUSINESS-BROKER/DEALER, POSITION-REGISTERED REPRESENTATIVE, START-10/2017, 5 HRS/MO DURING TRADING HOURS, DUTIES-VARIABLE PRODUCT SALES. 3) BUSINESS NAME-MPPL PROPERTIES LLC, WAUSAU, WI; NATURE OF BUSINESS-COMMERCIAL REAL ESTATE ENTITY WHICH OWNS THE MPPL OFFICE BUILDINGS AND RENTS THE BUILDINGS TO MIDWEST PROFESSIONAL PLANNERS, LTD.; POSITION & DUTIES-MEMBER/OWNER; START-12/2017; 1 HR./MO. 4)BUSINESS NAME-CRUMP LIFE INSURANCE SERVICES, INVESTMENT-RELATED, WAUSAU, WI, NATURE OF BUSINESS-INSURANCE WHOLESALER, POSITION-INSURANCE WHOLESALER, START-02/2018, 5 HRS/MO DURING TRADING HOURS, DUTIES-SELL INSURANCE. 5) MPPL Insurance Agent Since 01/2024 Not Investment related

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MP

MIDWEST PROFESSIONAL PLANNERS, LTD.

MIDWEST PROFESSIONAL PLANNERS, LTD. | MPPL FINANCIAL (DBA ONLY) | MPPL FINANCIAL

CRD#: 112995 / SEC#: 801-72649

RIA

Registered Investment Advisory firm - SEC (8/24/2011 Approved)

Florida

Registered Investment Advisory firm - Florida (8/29/2011 Terminated)

Illinois

Registered Investment Advisory firm - Illinois (8/24/2011 Terminated)

Minnesota

Registered Investment Advisory firm - Minnesota (8/29/2011 Terminated)

Wisconsin

Registered Investment Advisory firm - Wisconsin (8/29/2011 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

IAR

Wisconsin
(7/11/2005)

RR

Wisconsin
(2/17/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2018About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Sep 2003About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2018About the Series 7 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Daniel Jesse Evans's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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