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Stephanie Ann Jacobs

Midland Wealth Management

Rockford, IL

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Current Employers
Midland Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-06-03
  • IL RA
    APPROVED
    Since 2024-06-03

Branch Locations

6838 E State Street, Rockford, IL 61108 • 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
Midland Wealth Management Rockford IL 08/2018 Present
Midland Financial Advisors, Inc. Rockford IL 08/2018 03/2019
Bmo Harris Bank Rockford IL 04/2010 06/2018
Midland Wealth Advisors, Llc Rockford IL 11/2023 Present
  • 08/2018 → Present
    Midland Wealth Management
    Rockford, IL
  • 08/2018 → 03/2019
    Midland Financial Advisors, Inc.
    Rockford, IL
  • 04/2010 → 06/2018
    Bmo Harris Bank
    Rockford, IL
  • 11/2023 → Present
    Midland Wealth Advisors, Llc
    Rockford, IL
Previous Registrations
  • 2018-09-17 → 2019-03-15
    Midland Financial Advisors, Inc.
    Rockford, IL
    Delafield, WI
Other Businesses

SIMPLICITY; INVESTMENT-RELATED; 6838 E. STATE ST, ROCKFORD, IL 61107; INSURANCE AGENT; 11/2023; 4 HOURS PER MONTH; INSURANCE AND ANNUITY SALES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-01
  • S65 Uniform Investment Adviser Law Examination
    2024-06-01

View on SEC IAPD

Other Firms

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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