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MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
MIDDLETON, Wisconsin
·
1 registered advisor
·
CRD# 121419
SEC# 801-108044
1
608-827-6755
01
Firm Overview
AUM
$229M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
1 registered advisor
Michael Anthony Dubis
MIDDLETON, Wisconsin
CRD# 4418429
05
Office Locations
MIDDLETON, Wisconsin
1 advisor
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Data sourced from SEC Form ADV filings. MICHAEL A. DUBIS FINANCIAL PLANNING, LLC (CRD# 121419) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.