Unclaimed Profile

Todd Jay Rollins

MIDWAY WEALTH PARTNERS, LLC·ARLINGTON HEIGHTS, Illinois

SIE, Series 7, Series 66CFPClean record18 years registeredMIDWAY WEALTH PARTNERS, LLC

1650 N. ARLINGTON HEIGHTS RD., ARLINGTON HEIGHTS, IL 60004CRD# 5175251Firm CRD# 323770

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd Jay Rollins · ARLINGTON HEIGHTS, IL

Registration

CRD #5175251 · MIDWAY WEALTH PARTNERS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

WORLD EQUITY GROUP, INC.

Jan 2025 – present

SUMMIT FINANCIAL, LLC

Sep 2024 – Dec 2024

ARLINGTON HEIGHTS, IL

MIDWAY WEALTH PARTNERS, LLC

Jan 2023 – Apr 2025

ARLINGTON HEIGHTS, IL

WORLD EQUITY GROUP, INC.

Apr 2008 – Dec 2024

Libertyville, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 4, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MIDWAY WEALTH PARTNERS, LLC

CRD 323770 · SEC 801-127027

AUM

$249M

Regulatory assets under management

Employees

1,069 client accounts

Services offered by MIDWAY WEALTH PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at MIDWAY WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Todd Jay Rollins offer?

Todd Jay Rollins specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in ARLINGTON HEIGHTS, Illinois for a consultation.

What are Todd Jay Rollins's credentials?

Todd Jay Rollins holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Todd Jay Rollins located?

Todd Jay Rollins is based in ARLINGTON HEIGHTS, Illinois, working with MIDWAY WEALTH PARTNERS, LLC. Their office serves clients in the ARLINGTON HEIGHTS metropolitan area and surrounding communities.

How does Todd Jay Rollins charge for services?

Todd Jay Rollins's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MIDWAY WEALTH PARTNERS, LLC?

MIDWAY WEALTH PARTNERS, LLC has approximately 4 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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