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Michelle Boisvert

Midland Wealth Management

Rockford, IL

Effingham, IL

CRD 7240592

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Employer firm

Midland Wealth Management CRD 324997

$3.16B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Midland Wealth Management

1201 Network Centre Drive, Effingham, IL 62401 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-06-21
  • IL RA
    APPROVED
    Since 2024-06-21

Branch Locations

6838 E State Street 2, Rockford, IL 61108 • United States

1201 Network Centre Drive, Effingham, IL 62401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research Advisors, Inc. Fairfield IA 05/2020 04/2024
U.S. Bancorp Rockford IL 03/2008 05/2020
Midland Wealth Advisors, Llc Rockford IL 06/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-17
  • S65 Uniform Investment Adviser Law Examination
    2020-08-17

View on SEC IAPD

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Nearby Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL

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