Michelle
Boisvert

Midland Wealth Management

CRD#7240592
Investment Advisor
in Rockford, IL

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About this Advisor

Michelle Boisvert is a financial advisor based in Rockford, Illinois, working with Midland Wealth Management. Michelle has previously held positions at Cambridge Investment Research Advisors, Inc, U.S. Bancorp, and Midland Wealth Advisors, LLC. Michelle has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Michelle is part of Midland Wealth Management, which operates out of Rockford, Illinois. The firm has 6 offices and 18 employees. The firm manages assets totaling $2.5 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Midland Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6838 E State Street 2
Rockford, IL 61108

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Midland Wealth Management Brokerage Details

Total Assets Under Management

$2,534,150,689

IL Average: $6,674,516,078
Total Number of Employees

18

IL Average: 44
Total Number of Accounts

3,997

IL Average: 2,564
Average Account Size

$634,013

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Michelle Boisvert Work History

2024 - Present (0 year)

Midland Wealth Advisors, LLC

2020 - Present (4 years)

Cambridge Investment Research Advisors, Inc

2008 - 2020 (12 years)

U.S. Bancorp

Disclosures

Please visit the SEC profile of Michelle Boisvert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Midland Wealth Management

Christopher Schroeder
Saint Louis, MO
Christopher Zabel
Rockford, IL
Ashley Ottens
Effingham, IL
Debra Targonski
Plainfield, IL
Ryan Lange
Effingham, IL
Noah Spencer
Rockford, IL
Kaleb Gottfred
Rockford, IL
Rachel Brimm
Plainfield, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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