Bob Thompson, MBA, AIF, CRSP, CFP®
Retirement Plan Officer
Bob Thompson serves as a Retirement Plan Services (RPS) Officer for Midland Wealth Management with his primary office in Chicago and secondary in Rockford. In this role, Bob focuses on RPS business development in the Chicagoland to Rockford area while supporting and partnering with Wealth Management leaders assigned to spearhead new RPS business throughout our footprint, including St. Louis and Southern Illinois, along with our support and educational specialists. He teams with our Commercial, RPS, Trust, Small Business and Advising colleagues to work towards achieving quantum growth for our RPS business.
Bob possesses over 25 years of experience in the financial services industry working in retirement plan sales, administration, and compliance at previous large financial institutions. He received his Master of Business Administration in Finance from Keller Graduate School of Management in Chicago, and his Bachelor of Science degree in Accounting from the University of Illinois. Bob also holds the Accredited Investment Fiduciary (AIF), Certified Retirement Services Professional (CRSP) and Certified Financial Planner (CFP®) designations.