Daniel Jesse Evans
Investment adviser representative at Midwest Professional Planners, Ltd.
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$649.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Crump Life Insurance ServicesFeb 2018 to now
- Apw Capital, Inc.Oct 2017 to now
- Midwest Professional Planners, Ltd.Jul 2005 to now
- Mppl FinancialFeb 2018 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WI).
Midwest Professional Planners, Ltd.
$649.3MAssets managed
837Clients
17Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4684088
- Firm CRD
- 112995