MICHAEL A. DUBIS FINANCIAL PLANNING, LLC of MIDDLETON, WI is an SEC-registered investment adviser (CRD 121419). Regulatory assets under management: $272.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Michael Anthony Dubis | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | — |
| DUBIS MICHAEL ANTHONY | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 608-827-6755 |
| — | — | 1 | 608-827-6755 |