MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
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
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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