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
878 S Grove St., Ypsilanti, MI 48198
http://www.sanemoneyblog.blogspot.com/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • 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
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, financial advisor Ypsilanti MI
Michael Rudy
CRD#: 1062872
878 S Grove St., Ypsilanti, MI 48198

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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