Wolakota Financial Advisors

Wolakota Financial Advisors (CRD# 143218) is a financial advisory firm headquartered in Ypsilanti, MI. They manage $6,610,254 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $143,701
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Wolakota Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Michael Rudy
CRD#: 1062872
878 South Grove Street, Ypsilanti, MI 48198
96
Wealthminder
score

Michael Rudy (CRD# 1062872) is an Investment Advisor Representative working at Wolakota Financial Advisors in Ypsilanti, MI and has over 34 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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