Michael A. Dubis Financial Planning, LLC
Michael A. Dubis Financial Planning, LLC (CRD# 121419) is a financial advisory firm headquartered in Madison, WI. They manage $117,219,660 in 241 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management117MILLION
Total Number of Accounts241ACCOUNTS
Average Account Value$486,389
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Michael Dubis (CRD# 4418429) is an Investment Advisor Representative working at Michael A. Dubis Financial Planning, LLC in Madison, WI and has over 17 years of experience in the finance industry. Michael Dubis 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.