Unclaimed Profile

Daniel William Wilson

MIDLAND FINANCIAL ADVISORS, INC.·DELAFIELD, Wisconsin

SIE, Series 7, Series 63, Series 65CFPClean record24 years registeredMIDLAND FINANCIAL ADVISORS, INC.

524 MILWAUKEE ST., DELAFIELD, WI 53018CRD# 2810851Firm CRD# 149499

Profile Verification

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

Identity

Daniel William Wilson · DELAFIELD, WI

Registration

CRD #2810851 · MIDLAND FINANCIAL ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

APRIO WEALTH MANAGEMENT, LLC

Dec 2025 – present

ANNEX WEALTH MANAGEMENT, LLC

Apr 2025 – Sep 2025

BROOKFIELD, WI

JOHNSON WEALTH INC.

Mar 2022 – Mar 2025

Madison, WI

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Feb 2021 – Mar 2022

Effingham, IL

MIDLAND FINANCIAL ADVISORS, INC.

Aug 2009 – Mar 2021

DELAFIELD, WI

VOYAGER CAPITAL MANAGEMENT, LLC

Feb 2008 – Sep 2009

LAKE GENEVA, WI

J. P. MORGAN SECURITIES INC.

Sep 2006 – Feb 2008

MADISON, WI

JPMORGAN SECURITIES INC

Feb 2002 – Sep 2006

MADISON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · February 14, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MIDLAND FINANCIAL ADVISORS, INC.

CRD 149499 · SEC 801-70047

AUM

$215M

Regulatory assets under management

Employees

715 client accounts

Services offered by MIDLAND FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MIDLAND FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Daniel William Wilson offer?

Daniel William Wilson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DELAFIELD, Wisconsin for a consultation.

What are Daniel William Wilson's credentials?

Daniel William Wilson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel William Wilson located?

Daniel William Wilson is based in DELAFIELD, Wisconsin, working with MIDLAND FINANCIAL ADVISORS, INC.. Their office serves clients in the DELAFIELD metropolitan area and surrounding communities.

How does Daniel William Wilson charge for services?

Daniel William Wilson'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 FINANCIAL ADVISORS, INC.?

MIDLAND FINANCIAL ADVISORS, INC. has approximately 3 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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