MIDLAND FINANCIAL ADVISORS, INC.
CRD #149499 SEC #801-70047 DELAFIELD, WI 262-303-4503
SEC Registered
Total AUM
$215.3M
Discretionary
$203.4M
Employees
3
Clients
101
Accounts
715
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2021
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ACKLEY, NAOMI, KAROL | I | PRINCIPAL | NA | |
| ACKLEY, NAOMI, KAROL | I | PRINCIPAL | NA | |
| ACKLEY, NAOMI, KAROL | I | PRINCIPAL | NA | |
| ACKLEY, NAOMI, KAROL | I | CHIEF COMPLIANCE OFFICER | NA | |
| ACKLEY, NAOMI, KAROL | I | CCO | NA | Control |
| ACKLEY, NAOMI, KAROL | I | CCO | NA | Control |
| ACKLEY, NAOMI, KAROL | I | CCO | NA | Control |
| ACKLEY, NAOMI, KAROL | I | CCO | NA | Control |
| ACKLEY, NAOMI, KAROL | I | CCO | NA | Control |
| ACKLEY, NAOMI, KAROL | I | CCO | NA | Control |
| ACKLEY, NAOMI, KAROL | I | CCO | NA | Control |
| ACKLEY, NAOMI, KAROL | I | CCO | NA | Control |
| ACKLEY, NAOMI, KAROL | I | CCO | NA | Control |
| CHOJNICKI, ERIC, ANDREW | I | PRESIDENT | NA | Control |
| CHOJNICKI, ERIC, ANDREW | I | PRESIDENT | NA | Control |
| CHOJNICKI, ERIC, ANDREW | I | PRESIDENT | NA | Control |
| CHOJNICKI, ERIC, ANDREW | I | PRESIDENT | NA | Control |
| CHOJNICKI, ERIC, ANDREW | I | PRESIDENT | NA | Control |
| CHOJNICKI, ERIC, ANDREW | I | PRESIDENT | NA | Control |
| CHOJNICKI, ERIC, ANDREW | I | PRESIDENT | NA | Control |
| CHOJNICKI, ERIC, ANDREW | I | PRESIDENT | NA | Control |
| CHOJNICKI, ERIC, ANDREW | I | PRESIDENT | NA | Control |
| CHOJNICKI, ERIC, ANDREW | I | PRESIDENT | NA | Control |
| CHOJNICKI, ERIC, ANDREW | I | PRESIDENT | NA | Control |
| CHOJNICKI, ERIC, ANDREW | I | PRESIDENT | NA | Control |
| CHOJNICKI, ERIC, ANDREW | I | PRESIDENT | NA | Control |
| SORENSON, HEATH, WILLIAM | I | COO | NA | Control |
| SORENSON, HEATH, WILLIAM | I | COO | NA | Control |
| SORENSON, HEATH, WILLIAM | I | COO | NA | Control |
| SORENSON, HEATH, WILLIAM | I | COO | NA | Control |
| SORENSON, HEATH, WILLIAM | I | COO | NA | Control |
| SORENSON, HEATH, WILLIAM | I | COO | NA | Control |
| SORENSON, HEATH, WILLIAM | I | COO | NA | Control |
| SORENSON, HEATH, WILLIAM | I | COO | NA | Control |
| SORENSON, HEATH, WILLIAM | I | COO | NA | Control |
| SORENSON, HEATH, WILLIAM | I | CCO/COO | NA | Control |
| SORENSON, HEATH, WILLIAM | I | CCO/COO | NA | Control |
| SORENSON, HEATH, WILLIAM | I | CCO/COO | NA | Control |
| SORENSON, HEATH, WILLIAM | I | CCO/COO | NA | Control |
| WILSON, DANIEL, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| WILSON, DANIEL, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| WILSON, DANIEL, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| WILSON, DANIEL, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| WILSON, DANIEL, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| WILSON, DANIEL, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| WILSON, DANIEL, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| WILSON, DANIEL, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| WILSON, DANIEL, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| WILSON, DANIEL, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| DIGNAN, ROBERT, TERRENCE | I | SOLE OWNER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF LEGAL OFFICER/CHIEF OPERATIONS OFFICER/SOLE DIRECTOR | E | Control |
| DIGNAN, ROBERT, TERRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MIDLAND STATES BANCORP, INC. | DE | PARENT COMPANY | E | Control |
| MIDLAND STATES BANCORP, INC. | DE | PARENT COMPANY | E | Control |
| MIDLAND STATES BANCORP, INC. | DE | PARENT COMPANY | E | Control |
| MIDLAND STATES BANCORP, INC. | DE | PARENT COMPANY | E | Control |
| MIDLAND STATES BANCORP, INC. | DE | PARENT COMPANY | E | Control |
| MIDLAND STATES BANCORP, INC. | DE | PARENT COMPANY | E | Control |
| MIDLAND STATES BANCORP, INC. | DE | PARENT COMPANY | E | Control |
| MIDLAND STATES BANCORP, INC. | DE | PARENT COMPANY | E | Control |
| MIDLAND STATES BANCORP, INC. | DE | PARENT COMPANY | E | Control |
| MIDLAND STATES BANCORP, INC. | DE | PARENT COMPANY | E | Control |
| MIDLAND STATES BANCORP, INC. | DE | PARENT COMPANY | E | Control |
| MIDLAND STATES BANCORP, INC. | DE | PARENT COMPANY | E | Control |
| MIDLAND STATES BANCORP, INC. | DE | PARENT COMPANY | E | Control |
| DIGNAN, ROBERT, TERRENCE | I | OWNER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF LEGAL OFFICER/CHIEF OPERATIONS OFFICER/PRESIDENT/SECRETARY | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | OWNER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF LEGAL OFFICER/CHIEF OPERATIONS OFFICER/PRESIDENT/SECRETARY | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | OWNER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF LEGAL OFFICER/CHIEF OPERATIONS OFFICER/PRESIDENT/SECRETARY | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | OWNER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF LEGAL OFFICER/CHIEF OPERATIONS OFFICER/PRESIDENT/SECRETARY | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | OWNER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF LEGAL OFFICER/CHIEF OPERATIONS OFFICER/PRESIDENT/SECRETARY | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | OWNER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF LEGAL OFFICER/CHIEF OPERATIONS OFFICER/PRESIDENT/SECRETARY | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | OWNER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF LEGAL OFFICER/CHIEF OPERATIONS OFFICER/PRESIDENT/SECRETARY | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | OWNER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF LEGAL OFFICER/CHIEF OPERATIONS OFFICER/PRESIDENT/SECRETARY | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | OWNER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF LEGAL OFFICER/CHIEF OPERATIONS OFFICER/PRESIDENT/SECRETARY | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | OWNER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF LEGAL OFFICER/CHIEF OPERATIONS OFFICER/PRESIDENT/SECRETARY | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | OWNER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF LEGAL OFFICER/CHIEF OPERATIONS OFFICER/PRESIDENT/SECRETARY | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | OWNER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF LEGAL OFFICER/CHIEF OPERATIONS OFFICER/PRESIDENT/SECRETARY | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | OWNER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF LEGAL OFFICER/CHIEF OPERATIONS OFFICER/PRESIDENT/SECRETARY | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | OWNER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF LEGAL OFFICER/CHIEF OPERATIONS OFFICER/PRESIDENT/SECRETARY | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | OWNER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF LEGAL OFFICER/CHIEF OPERATIONS OFFICER/PRESIDENT/SECRETARY | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| DIGNAN, ROBERT, TERRENCE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| WILSON, DANIEL, WILLIAM | I | OWNER/VICE PRESIDENT/TREASURER | D | Control |
| WILSON, DANIEL, WILLIAM | I | OWNER/VICE PRESIDENT/TREASURER | D | Control |
| WILSON, DANIEL, WILLIAM | I | OWNER/VICE PRESIDENT/TREASURER | D | Control |
| WILSON, DANIEL, WILLIAM | I | OWNER/VICE PRESIDENT/TREASURER | D | Control |
| WILSON, DANIEL, WILLIAM | I | OWNER/VICE PRESIDENT/TREASURER | D | Control |
| WILSON, DANIEL, WILLIAM | I | OWNER/VICE PRESIDENT/TREASURER | D | Control |
| WILSON, DANIEL, WILLIAM | I | OWNER/VICE PRESIDENT/TREASURER | D | Control |
| WILSON, DANIEL, WILLIAM | I | OWNER/VICE PRESIDENT/TREASURER | D | Control |
| WILSON, DANIEL, WILLIAM | I | OWNER/VICE PRESIDENT/TREASURER | D | Control |
| WILSON, DANIEL, WILLIAM | I | OWNER/VICE PRESIDENT/TREASURER | D | Control |
| WILSON, DANIEL, WILLIAM | I | OWNER/VICE PRESIDENT/TREASURER | D | Control |
| WILSON, DANIEL, WILLIAM | I | OWNER/VICE PRESIDENT/TREASURER | D | Control |
| WILSON, DANIEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | D | Control |
| WILSON, DANIEL, WILLIAM | I | OWNER/VICE PRESIDENT/TREASURER | D | Control |
| WILSON, DANIEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | D | Control |
| WILSON, DANIEL, WILLIAM | I | OWNER/VICE PRESIDENT/TREASURER | D | Control |
| WILSON, DANIEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | D | Control |
| WILSON, DANIEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | D | Control |
| WILSON, DANIEL, WILLIAM | I | OWNER/VICE PRESIDENT/TREASURER | D | Control |
| WILSON, DANIEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | D | Control |
| WILSON, DANIEL, WILLIAM | I | CHIEF OPERATING OFFICER | D | Control |
Registrations
Federal
IA
Mar 10, 2021 REGISTERED
Notice Filings (10)
AZ CA FL IL MN MO NC NE TX WI
Address
524 MILWAUKEE ST.SUITE 300
DELAFIELD, WI 53018
United States
Phone: 262-303-4503