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Heath William Sorenson

MIDLAND WEALTH ADVISORS, LLC·EFFINGHAM, Illinois
Series 7, Series 24, Series 53, Series 63, Series 65CFPClean record11 years registeredMIDLAND WEALTH ADVISORS, LLC
1201 NETWORK CENTRE DRIVE, EFFINGHAM, IL 62401CRD# 4528655Firm CRD# 324997

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Heath William Sorenson · EFFINGHAM, IL
Registration
CRD #4528655 · MIDLAND WEALTH ADVISORS, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

ASSOCIATED INVESTMENT SERVICES, INC.
Mar 2025 – present
MIDLAND WEALTH MANAGEMENT
Jul 2023 – Jan 2025
EFFINGHAM, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Sep 2022 – Apr 2023
Effingham, IL
MIDLAND FINANCIAL ADVISORS, INC.
Jun 2017 – Oct 2021
DELAFIELD, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jan 2015 – Jun 2017
ROCKFORD, IL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 53
Series 63
Series 65
Registration record
First registered · January 2, 2015
Years registered · 11
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MIDLAND WEALTH ADVISORS, LLC
CRD 324997 · SEC 801-127578
AUM
$2.5B
Regulatory assets under management
Employees
18
3,997 client accounts
Services offered by MIDLAND WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MIDLAND WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Heath William Sorenson offer?
Heath William Sorenson specializes in Financial Planning, Investment Management. Contact their office in EFFINGHAM, Illinois for a consultation.
What are Heath William Sorenson's credentials?
Heath William Sorenson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Heath William Sorenson located?
Heath William Sorenson 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 Heath William Sorenson charge for services?
Heath William Sorenson'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.
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Other Advisors at MIDLAND WEALTH ADVISORS, LLC

Ryan Lee Lange
EFFINGHAM, IL

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