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Michael Anthony Dubis

MICHAEL A. DUBIS FINANCIAL PLANNING, LLC·MIDDLETON, Wisconsin
Series 65Clean record24 years registeredMICHAEL 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 · 24 years registered
Brand Profile
Not yet started
01

Career History

BEACON POINTE ADVISORS, LLC
Jun 2025 – present
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
Aug 2002 – Jun 2025
MIDDLETON, WI
TOUCHSTONE FINANCIAL, LLC
Aug 2002 – Jul 2002
MADISON, WI
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 8, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
CRD 121419 · SEC 801-108044
AUM
$229M
Regulatory assets under management
Employees
1
302 client accounts
Services offered by MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MICHAEL A. DUBIS FINANCIAL PLANNING, LLC →
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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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