Debra D. Targonski
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Debra Dee Targonski, AIF®, who also goes by Debra Targonski, Debra Dee Zubik, was a registered financial professional .
Debra is a previously registered financial professional and started their career in finance in 2007. Debra had worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 22, 2024 - December 26, 2024
MIDLAND WEALTH MANAGEMENT
February 10, 2012 - March 8, 2013
GNV ADVISORS, LLC
February 24, 2010 - March 8, 2013
GENEVA ADVISORS, LLC
March 20, 2008 - February 25, 2010
LPL FINANCIAL LLC
April 4, 2007 - February 25, 2010
LPL FINANCIAL LLC
Primary Firm SEC Registration
MIDLAND WEALTH MANAGEMENT
CRD#: 324997 / SEC#: 801-127578
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MIDLAND WEALTH MANAGEMENT
CRD#: 324997 / SEC#: 801-127578
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,290 |
| AUM (Assets Under Management) | $ 2,931,513,136 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/16/2025 | ||
| 02/07/2025 | ||
| 04/26/2024 |
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.
