Joseph James Faust
Investment adviser representative at Midwest Professional Planners, Ltd.
9 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
9 years in the industry.
- Midwest Professional Planners, Ltd.Sep 2025 to now
- Midwest Professional Planners, Ltd.Jun 2025 to Aug 2025
- Northern Door and HardwareJul 2023 to Jun 2025
- Dennie ConstructionJun 2020 to Jul 2023
- Retail Construction ServicesOct 2018 to Jun 2020
- UnemployedJun 2018 to Sep 2018
- Idaho SteelheadsSep 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8107752
- Firm CRD
- 112995