Michael A. Dubis Financial Planning, LLC

Michael A. Dubis Financial Planning, LLC (CRD# 121419) is a financial advisory firm headquartered in Middleton, WI. They manage $228,901,454 in 302 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    229
    MILLION
  • Total Number of Accounts
    302
    ACCOUNTS
  • Average Account Value
    $757,952
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Michael A. Dubis Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael A. Dubis
CRD#: 4418429
8383 Greenway Blvd., Suite 600, Middleton, WI 53562

Michael Dubis (CRD# 4418429) is an Investment Advisor Representative working at Michael A. Dubis Financial Planning, LLC in Middleton, WI and has over 23 years of experience in the finance industry.

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