Wolakota Financial Advisors
Wolakota Financial Advisors (CRD# 143218) is a financial advisory firm headquartered in Ypsilanti, MI. They manage $8,625,855 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts29ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Wolakota Financial Advisors
1
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.
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