Claim Profile
DS

Danny Leon Stevenson

MIDLAND WEALTH ADVISORS, LLC·EFFINGHAM, Illinois
Unclaimed Profile
1201 NETWORK CENTRE DRIVE, EFFINGHAM, IL 62401CRD# 2385276Firm CRD# 324997
01

About

Danny Leon Stevenson is a registered financial advisor based in EFFINGHAM, Illinois, affiliated with MIDLAND WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MIDLAND WEALTH ADVISORS, LLC
MIDLAND WEALTH MANAGEMENT
AUM
$2.5B
Regulatory assets under management
Employees
18
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2385276
Firm CRD# 324997
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EFFINGHAM?

Browse all registered financial advisors in EFFINGHAM, Illinois or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Danny Leon Stevenson offer?
Danny Leon Stevenson specializes in Financial Planning, Investment Management. Contact their office in EFFINGHAM, Illinois for a consultation.
What are Danny Leon Stevenson's credentials?
Danny Leon Stevenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Danny Leon Stevenson located?
Danny Leon Stevenson is based in EFFINGHAM, Illinois, working with MIDLAND WEALTH ADVISORS, LLC. Their office serves clients in the EFFINGHAM metropolitan area and surrounding communities.
How does Danny Leon Stevenson charge for services?
Danny Leon Stevenson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MIDLAND WEALTH ADVISORS, LLC?
MIDLAND WEALTH ADVISORS, LLC has approximately 18 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty