Terrence Dignan, financial advisor Delafield WI
93 score

Terrence Dignan

CRD Number: 872274
Current Firm: Midland Financial Advisors, Inc.

Terrence Dignan (CRD# 872274) is an Investment Advisor Representative working at Midland Financial Advisors, Inc. in Delafield, WI and has over 38 years of experience in the finance industry.

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Midland Financial Advisors, Inc.
Company Name Location Dates Years
Cedar Point Investment Advisor, Inc. Delafield, WI Apr 2009 - Current 9
Capital Financial Services, Inc. Minot, ND Apr 1986 - Dec 2011 25
Cardinal Investment Services Milwaukee, WI Feb 2000 - Jul 2010 10
Mcsherryassocaites Lake Geneva, WI Jun 2006 - May 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1979
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Terrence L. Dignan
Phone Number: 262-303-4503
Registered State(s):
  • AZ
  • FL
  • IL
  • NC
  • CA
  • WI
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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