# MICHAEL A. DUBIS FINANCIAL PLANNING, LLC

MICHAEL A. DUBIS FINANCIAL PLANNING, LLC of MIDDLETON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 121419
- Type: SEC-registered investment adviser
- SEC file number: 801-108044
- Location: 8383 GREENWAY BLVD., SUITE 600, MIDDLETON, WI, 53562
- Phone: 608-827-6755
- Latest filing: 2025-03-17
- Regulatory AUM: $272.5M
- Discretionary AUM: $272.5M
- Clients: 1
- Accounts: 327

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Michael Anthony Dubis | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | — |
| DUBIS MICHAEL ANTHONY | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 608-827-6755 |
| — | — | 1 | 608-827-6755 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121419/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121419/similar
- Related entities: https://search.stillhousedata.com/firm/121419/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121419

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.