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).
Total Assets Under Management7MILLION
Total Number of Accounts46ACCOUNTS
Average Account Value$143,701
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.