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Evan Michael Cohrs

Investment adviser representative at Midwest Professional Planners, Ltd.
10 yearsExperience
1 stateRegistered in
$649.3MFirm assets
15 yearsFirm in business

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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

10 years in the industry.

  1. Midwest Professional Planners, Ltd.Feb 2025 to now
  2. StudentAug 2021 to Dec 2024
  3. Dean Distributing Inc.Sep 2016 to Feb 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
8033469
Firm CRD
112995
Advisor's SEC record (opens in a new tab)
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