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MP

Michael J. Pass

MIDLAND WEALTH MANAGEMENT
MOKENA, IL 60448
Some features on this profile are disabled
CRD#: 2835465
MP
Michael James PassMIDLAND WEALTH MANAGEMENT

Professional summary

Michael James Pass is a registered financial advisor currently at MIDLAND WEALTH MANAGEMENT located in Mokena, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Pass's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 22, 2026 - Present

MIDLAND WEALTH MANAGEMENT

Office #1: 11100 Front Street, Mokena, IL 60448
RIA
CRD#: 324997
MOKENA, IL
Past

June 27, 2018 - June 9, 2023

THE HUNTINGTON INVESTMENT COMPANY

RIA
CRD#: 16986
CHICAGO, IL
Past

June 27, 2018 - June 9, 2023

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
CHICAGO, IL
Past

October 11, 2011 - April 18, 2018

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA
CRD#: 137115
NAPERVILLE, IL
Past

October 11, 2011 - April 18, 2018

BMO HARRIS FINANCIAL ADVISORS, INC.

BD
CRD#: 137115
NAPERVILLE, IL
Past

January 26, 2009 - October 4, 2011

WINTRUST INVESTMENTS LLC

BD
CRD#: 875
NEW LENOX, IL
Past

January 8, 2009 - October 4, 2011

WINTRUST INVESTMENTS LLC

RIA
CRD#: 875
NEW LENOX, IL
Past

December 16, 2005 - September 26, 2007

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA
CRD#: 137115
FRANKFORT, IL
Past

December 16, 2005 - September 26, 2007

BMO HARRIS FINANCIAL ADVISORS, INC.

BD
CRD#: 137115
FRANKFORT, IL
Past

August 10, 2004 - December 31, 2005

HARRISDIRECT LLC

RIA
CRD#: 42159
FRANKFORT, IL
Past

August 10, 2004 - December 31, 2005

HARRISDIRECT LLC

BD
CRD#: 42159
JERSEY CITY, NJ
Past

January 23, 2004 - August 3, 2004

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
CHICAGO, IL
Past

January 23, 2004 - August 3, 2004

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

January 28, 2003 - January 27, 2004

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
TINLEY PARK, IL
Past

August 15, 2001 - January 27, 2004

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

July 7, 1997 - August 2, 2001

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MIDLAND WEALTH MANAGEMENT
MIDLAND WEALTH ADVISORS, LLC | MIDLAND WEALTH MANAGEMENT

CRD#: 324997 / SEC#: 801-127578

RIA
Registered Investment Advisory firm - (8/16/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(7/22/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/29/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/3/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/16/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/1/1997
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 8/12/2003
Investment Company Products/Variable Contracts Principal Examination

Current Firm

MW
MIDLAND WEALTH MANAGEMENT
MIDLAND WEALTH ADVISORS, LLC | MIDLAND WEALTH MANAGEMENT

CRD#: 324997 / SEC#: 801-127578

RIA
Registered Investment Advisory firm - (8/16/2023 Approved)
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Contact information

Main Address
1201 Network Centre Drive, Effingham, IL 62401
Mailing Address
Phone number
(312) 660-6516
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MIDLAND WEALTH ADVISORS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (6/24/2025)

Regulatory assets under management

Total Number of Accounts4,290
AUM (Assets Under Management)$ 2,931,513,136

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/16/2025
Cover Page
Report
02/07/2025
Cover Page
Report
04/26/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MIDLAND WEALTH MANAGEMENT

CRD#: 324997Mokena, IL 60448

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