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Michael Anthony Dubis

MICHAEL A. DUBIS FINANCIAL PLANNING, LLC·MIDDLETON, Wisconsin
Clean recordMICHAEL A. DUBIS FINANCIAL PLANNING, LLC
8383 GREENWAY BLVD., MIDDLETON, WI 53562CRD# 4418429Firm CRD# 121419

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Anthony Dubis · MIDDLETON, WI
Registration
CRD #4418429 · MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Anthony Dubis is a registered financial advisor based in MIDDLETON, Wisconsin, affiliated with MICHAEL A. DUBIS FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
AUM
$229M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MICHAEL A. DUBIS FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4418429
Firm CRD# 121419
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Anthony Dubis offer?
Michael Anthony Dubis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIDDLETON, Wisconsin for a consultation.
What are Michael Anthony Dubis's credentials?
Michael Anthony Dubis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Anthony Dubis located?
Michael Anthony Dubis is based in MIDDLETON, Wisconsin, working with MICHAEL A. DUBIS FINANCIAL PLANNING, LLC. Their office serves clients in the MIDDLETON metropolitan area and surrounding communities.
How does Michael Anthony Dubis charge for services?
Michael Anthony Dubis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MICHAEL A. DUBIS FINANCIAL PLANNING, LLC?
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC has approximately 1 employees and manages $229M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
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