VETTED

Michael Bullis

Tel: 248-584-1400 630 E. 4th Street Royal Oak, MI 48067

Personalized Planning for Your Financial Goals

About Michael Bullis

Michael S. Bullis is a Partner, Director and fee-based Financial Advisor at Bullis Wealth Strategies at Steward Partners, based in Royal Oak, MI. He provides comprehensive wealth management and financial planning services to individual and corporate clients across Michigan, Arizona, California, Delaware, and Florida.

Michael holds a Bachelor of Science in Finance from Ferris State University and maintains Series 7, 63, 66, and 24 securities licenses. With over 25 years of experience in the financial planning and investment industry, his areas of experience include portfolio management, financial planning, 401(k) education, and estate planning strategies.

Before joining Raymond James in 2015, Michael served as Vice President at one of Michigan's largest credit unions, where he led the development and integration of the Investment & Insurance Services department, transforming it into a core business line and increasing assets under management by 59%. Michael began his career in 1997 as Associate Vice President at GFS, Inc., a wealth management firm located in Beverly Hills, CA.

At Bullis Wealth Strategies, clients receive professional, objective guidance designed to empower informed investment decisions. Michael is committed to delivering strategic, unbiased advice with the highest level of personalized service.

About Bullis Wealth Strategies

Bullis Wealth Strategies at Steward Partners, based in Royal Oak, MI, provides personalized wealth management and financial planning to individuals, families, and businesses. As part of Steward Partners, an employee-owned, full-service independent partnership and Registered Investment Advisor, we act as fiduciary to our advisory clients. We start with your goals and partner with you to create a plan designed to meet your needs, offering retirement planning, investment and risk analysis, wealth management, institutional money management, 401(k) education, defined benefit and 401(k) plans, and life and long-term care insurance. Raymond James serves as our custodian and platform provider, giving our clients access to leading investment research, specialists across financial disciplines, and market-leading technology.

See Disclosures

General Information

Firm Start Year:

1926

Insurance License#:

0221949

Name of Broker/Dealer:

Steward Partners Investment Solutions, LLC

Name of Custodial Firm:

Raymond James

States Licensed in:

AZ, CA, FL, GA, IL, MI, MT, OH, TN, WI

Communities served:

Royal Oak, Ferndale, Berkley, Clawson, Bloomfield Hills, Birmingham, Michigan

Number of Years with Current Firm:

Work Experience:

Steward Partners 09/13/2025 - Present Raymond James Financial Services, Inc. 01/2015 - 09/2015 First Allied Securities, Inc. 07/2007 - 01/2015 CUNA Brokerage Services 09/2003 - 07/2007 Grattan Financial Securities, Inc. 01/1998 - 09/2003

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts

Qualifications & Memberships

Insurance and Annuity Licenses:

Annuity, Life, Variable Annuity, Variable Life, Long Term Care

Services

Investment Types:

Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs)

I provide a free initial consultation:

Yes

Preferred meeting methods

Can meet clients in the following ways:

Our Office, Phone, Video Conference

Compensation and Fees

Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

$500,000

Compensation Methods:

Based on Assets, Flat Fee, Commissions

Fee % Based on Assets:

1.25%

Additional Details on Charges:

Fee-Based Asset Management; Commission-Based Investment Products.

Firm Information

Advisor's Number of Clients:

150

Advisor's Number of Managed Clients:

150

Advisor's Number of Planning Clients:

150

Total Assets Under Management by Advisor:

$100,000,000

Education

B.S. Finance - Finance:

Ferris State University - Big Rapids, Michigan

08/1990 - 08/1994

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1894313/wiseradvisor-bullis-wealth-strategies-detailed-disclosure.html

25 Years of Experience

CRD# 3004994 Firm CRD# 283004Insurance License# 0221949Series: 65, 63, 24, 7, 66, 6

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

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