MPPL Financial

09/16/2026

We’re excited to share some wonderful news: MPPL Financial has been named Best Financial/Wealth Advisor in the Northland by the Duluth News Tribune!

We’re incredibly honored by this recognition, but what means the most to us is the opportunity to serve the individuals and families who trust us with something so important.

To our clients: thank you. Your confidence, trust, and continued partnership mean more to us than any award ever could. We’re grateful to be part of your financial journey and look forward to continuing to help you plan with purpose and invest with confidence.

Thank you for making MPPL what it is today.

Read more: https://bit.ly/46sgzwk

Duluth News Tribune nominated Midwest Professional Planners ("MPPL") for this recognition. Financial professionals in the Northland were nominated by the public and firm employees with the top 5 nominees being named finalist. There was no compensation (cash or non-cash) in connection with the award. The rating was given on 9.16.2026 for the prior 12-month period. The recognition should not be construed by a client or prospective client as a guarantee to experience a certain level of results; a current or past endorsement if MPPL is engaged.

We’re honored to share that MPPL Financial has been named Best Financial/Wealth Advisor in the Northland by the Duluth Tribune.

09/08/2026

Ever wonder what happens behind the scenes when MPPL makes an investment decision?

We recently sat down with Jesse Dunsmoor, VP of Investments, to talk about how our investment team approaches the markets and builds portfolios for clients.

Jesse shares his perspective on:
• Independent research
• Long-term investing and compounding
• Managing downside risk
• The role of the Investment Committee
• Finding the right balance between discipline and adaptability

It’s a look inside the process and the thinking that guides how we invest.

Read the article: “Inside MPPL’s Investment Approach”

Read this important interview with Jesse Dunsmoor, MPPL VP Investments about the firm's approach to managing client investment accounts

07/24/2026

We had a great time sponsoring and participating in this year's Crystal Lake Cardboard Regatta in support of the Crystal Lake Parks Initiative Foundation! 🚣🎉

Our team designed and built a cardboard boat, took to the water and even won our heat! It was a fun day supporting a great local cause and enjoying the incredible community spirit.

Thanks to everyone who organized, participated, and cheered us on. We're proud to support the events and organizations that help make Crystal Lake such a wonderful community.

04/08/2026

Business owners: Have you thought about what happens after you sell your company?

In his latest Forbes Finance Council article, MPPL Financial CEO Scott Wallschlaeger explains why understanding your after-tax proceeds, long-term goals, and advisory team may matter just as much as the sale price.

Read more:

The sale of a business introduces complex deal structures and planning opportunities that often require specialized expertise.

03/24/2026

We recently hosted a webinar on Global Debt, AI, and Your Portfolio and wanted to make the recording available to anyone who couldn’t attend.

We discussed some of the biggest forces affecting today’s markets and what they may mean for long-term investors.

You can watch the full webinar here: https://bit.ly/4bGeyyv

If you find it helpful, feel free to share it with friends or family who might be interested. And as always, if you have questions about your investments or financial plan, we’re here to help.

What matters more to investors right now: Global debt… or artificial intelligence? The answer may be both. Watch our recent webinar...

02/10/2026

Are Trump Accounts the Right Fit for Every Family?

Trump Accounts offer some unique features, including potential Treasury seed funding and long-term tax-deferred growth.

However, like any financial tool, they are not a one-size-fits-all solution.

At MPPL Financial, we encourage families to evaluate:
✔ How Trump Accounts fit alongside 529 plans and custodial accounts
✔ The long-term tax implications
✔ What happens when the child turns 18

Our latest article shares current guidance and planning considerations to help families make informed decisions.

👉 Learn more:

The Trump accounts are designed to help children begin building long-term wealth early in life. Learn how they work & if your child qualifies.

02/03/2026

We’re delighted to have Scott Wallschlaeger, CFP contribute to the Forbes Finance Council.

You can read his inaugural contribution about what a complete retirement plan looks like here:

Those who concentrate solely on the numbers often arrive at retirement financially prepared, yet unsure how to fully enjoy this next chapter.