Midland Financial Advisors, Inc.

Midland Financial Advisors, Inc. (CRD# 149499) is a financial advisory firm headquartered in Delafield, WI. They manage $191,915,502 in 899 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    899
    ACCOUNTS
  • Average Account Value
    $213,477
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MN, MO, NC, NE, TX, WI

Financial Advisors at Midland Financial Advisors, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Daniel W. Wilson
CRD#: 2810851
524 Milwaukee St., Suite 300, Delafield, WI 53018
101
Wealthminder
score
Daniel Wilson (CRD# 2810851) is an Investment Advisor Representative working at Cedarpoint Investment Advisors, Inc. in Delafield, WI and has over 19 years of experience in the finance industry. Daniel Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Robert T. Dignan
CRD#: 2940253
524 Milwaukee St., Suite 300, Delafield, WI 53018
96
Wealthminder
score

Robert Dignan (CRD# 2940253) is an Investment Advisor Representative working at Midland Financial Advisors, Inc. in Delafield, WI and has over 20 years of experience in the finance industry. Robert Dignan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Toby J. Prestegaard
CRD#: 2959179
524 Milwaukee St., Suite 300, Delafield, WI 53018
96
Wealthminder
score

Toby Prestegaard (CRD# 2959179) is an Investment Advisor Representative working at Midland Financial Advisors, Inc. in Delafield, WI and has over 19 years of experience in the finance industry. Toby Prestegaard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Heath W. Sorenson
CRD#: 4528655
524 Milwaukee St., Suite 300, Delafield, WI 53018
96
Wealthminder
score

Heath Sorenson (CRD# 4528655) is an Investment Advisor Representative working at Midland Financial Advisors, Inc. in Delafield, WI and has over 15 years of experience in the finance industry. Heath Sorenson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Terrence L. Dignan
CRD#: 872274
524 Milwaukee St., Suite 300, Delafield, WI 53018
93
Wealthminder
score

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.

6
Beth A. Tessar
CRD#: 2497776
524 Milwaukee St., Suite 300, Delafield, WI 53018
93
Wealthminder
score

Beth Tessar (CRD# 2497776) is an Investment Advisor Representative working at Midland Financial Advisors, Inc. in Delafield, WI and has over 23 years of experience in the finance industry.

7
Naomi K. Ackley
CRD#: 6289332
524 Milwaukee St., Suite 300, Delafield, WI 53018
90
Wealthminder
score

Naomi Ackley (CRD# 6289332) is an Investment Advisor Representative working at Midland Financial Advisors, Inc. in Delafield, WI and has over 4 years of experience in the finance industry.

8
Anna M. Jaeger
CRD#: 6217614
524 Milwaukee St., Suite 300, Delafield, WI 53018
90
Wealthminder
score

Anna Jaeger (CRD# 6217614) is an Investment Advisor Representative working at Midland Financial Advisors, Inc. in Delafield, WI and has over 5 years of experience in the finance industry.

9
Joshua M. Kettleson
CRD#: 4714652
1201 Network Centre Drive, Effingham, IL 62401
74
Wealthminder
score

Joshua Kettleson (CRD# 4714652) is an Investment Advisor Representative working at Midland Financial Advisors, Inc. in Effingham, IL and has over 14 years of experience in the finance industry. Joshua Kettleson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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