Heather Jacobson's Colleagues at MPPL Financial
Scott Wallschlaeger
Partner [Financial Planning, Investments, 401k, Business succession, Insurance, Retirement planning]
Heather Jacobson's Contact Details
715-848-3474
Wausau, Wisconsin
MPPL Financial
Heather Jacobson's Company Details
Our practice is geared to providing high-quality financial consulting and investment advisory services to our clients in a timely, professional, and cost-effective manner. One of our enduring philosophies has been to develop and maintain good working relationships with the clients we serve. We will take the time needed to get to know you and understand your goals so we can provide you with the most meaningful and appropriate professional services.Investment Advisory Services offered through Midwest Professional Planners, Ltd. ("MPPL"), 2610 Stewart Ave., Ste. 100, Wausau, WI 54401, 1-800-236-6775. Securities are offered through APW Capital, Inc., Member FINRA/SIPC.100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. MPPL is independent of APW. The information in this website has not been approved or verified by the United States Securities and Exchange Commission. No client or potential client should assume any information presented or made available on or through this website to be construed as personalized financial planning or investment advice. Personalized advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures.MPPL Financial is an MPPL affiliate marketing firm and insurance agency. Members who are appropriately licensed with MPPL, APW, and/or Crump Life Insurance Services ("Crump"), share expenses for the purpose of promoting services of MPPL, APW, and/or Crump. No services are provided through MPPL Financial, but override compensation will be paid to MPPL Financial for fixed insurance business, which may exceed the marketing cost reimbursement to MPPL Financial. All services are provided by appropriately licensed professionals from their designated location under the supervision of either or both MPPL and APW and processed and paid to such firm for further payment to the licensed representative.