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).
Current Firm Details
Michael A. Dubis Financial Planning, LLC
By the Numbers
-
Total Assets Under Management229MILLION
-
Total Number of Accounts302ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Michael A. Dubis Financial Planning, LLC
1
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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