MICHAEL A. DUBIS FINANCIAL PLANNING, LLC - Financial Advisor in Wisconsin, Middleton

Tel: 608-827-6755 8383 Greenway Blvd. Suite 600 Middleton, Wisconsin 53562

About MICHAEL A. DUBIS FINANCIAL PLANNING, LLC

MICHAEL A. DUBIS FINANCIAL PLANNING, LLC is a Middleton, Wisconsin based financial advisory firm with nearly $228,901,454 in assets under management and provides investment advisory services for 302 clients. There are currently 1 financial advisors at the firm.

General Information

Firm CRD#:

121419

Firm SEC#:

801-108044

Assets Under Management:

$228,901,454

No. of Clients:

302

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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