Kara Jaleen Proctor
Investment adviser representative at Midwest Professional Planners, Ltd.
13 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
13 years in the industry.
- Midwest Professional Planners, Ltd.Nov 2021 to now
- U.S. BankOct 2019 to Nov 2021
- Rsm US Wealth Management, LLCAug 2013 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5719166
- Firm CRD
- 112995