Be advised. This firm is no longer registered.

Midland Financial Advisors, Inc.

Midland Financial Advisors, Inc. (CRD# 149499) is a financial advisory firm headquartered in Delafield, WI. They manage $215,327,222 in 715 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    215
    MILLION
  • Total Number of Accounts
    715
    ACCOUNTS
  • Average Account Value
    $301,157
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.
No Advisor Found.
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