Michael Doublin
Advisor at Midwestern Securities Trading Company, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Midwestern Securities Trading Company, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
East Peoria, IL 61611
Credentials
Series 66
Industry experience
6 years
Michael Doublin is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and six years of industry experience. He has been with Midwestern Securities Trading Company since 2018. Prior to this, he held roles at T. Rowe Price and the University of Northern Colorado. Midwestern Securities Trading Company provides portfolio management, financial planning, retirement-plan fiduciary services, and a wrap-fee model portfolio program primarily to individual and high-net-worth clients. The firm supports a large retail client base through its 41 advisors and offers both discretionary and non-discretionary managed accounts, utilizing a mix of fundamental and technical analysis alongside third-party research.
Based on Midwestern Securities Trading Company, LLC
Based on Midwestern Securities Trading Company, LLC
Based on Midwestern Securities Trading Company, LLC
Flat fees for seminars up to $100; financial planning flat fees possible (not to exceed hourly rate multiplied by time)
$0.00 - $999,999.99: 1.30% $1,000,000.00 - $4,999,999.99: 1.05% $5,000,000.00 - $9,999,999.99: 0.85% $10,000,000.00+: 0.55%
Yes, as a dually registered broker-dealer many representatives earn commissions; however, advisory clients do not pay both advisory fees and commissions on the same account; 12b-1 fees are rebated to clients
$300 per hour (negotiable, minimum $150/hour) for financial planning and consultation
Account minimum: $500 for Beacon Portfolios; $25,000 for most Lighthouse Portfolios; $50,000 for certain Lighthouse Portfolios (e.g., 50/50 Base/Fixed Income variations) Minimum fee: $40 annual maintenance fee for Beacon Portfolios billed quarterly in $10 increments; waived if assets exceed $25,000 Fee-only: Financial planning hourly rate typically $300/hour (negotiable, minimum $150/hour); flat fees also possible but not to exceed hourly rate
235 Everett St
East Peoria, IL 61611
Illinois
Midwestern Securities Trading Co. LLC
2018 - Present (8 years)
UnEmployed
2018 - 2018 (1 year)
TRowe Price
2018 - 2018 (1 year)
University Of Northern Colorado
2017 - 2018 (1 year)
Greeley Country Club
2016 - 2017 (1 year)
UnEmployed
2016 - 2016 (1 year)
Illinois Central College
2014 - 2016 (2 years)
Metamora Fields Golf Club
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")