Michael Rudy, financial advisor Ypsilanti MI

Michael Rudy

CRD Number: 1062872
Current Firm: Wolakota Financial Advisors

Michael Rudy (CRD# 1062872) is an Investment Advisor Representative working at Wolakota Financial Advisors in Ypsilanti, MI and has over 41 years of experience in the finance industry. Michael Rudy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wolakota Financial Advisors Ypsilanti, MI Jul 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
Contact Info for Michael Rudy
Phone Number: 734-480-2611
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $297,443
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI

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