RIA Intelligence

MICHAEL A. DUBIS FINANCIAL PLANNING, LLC

CRD #121419 SEC #801-108044 MIDDLETON, WI 608-827-6755
SEC Registered
Total AUM
$272.5M
Discretionary
$272.5M
Employees
1
Clients
26
Accounts
327

Firm Details

Organization Type
Limited Liability Company
State of Formation
Wisconsin
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 17, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DUBIS, MICHAEL, ANTHONYICHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control
DUBIS, MICHAEL, ANTHONYICHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control
DUBIS, MICHAEL, ANTHONYICHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control
DUBIS, MICHAEL, ANTHONYICHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control
DUBIS, MICHAEL, ANTHONYICHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control
DUBIS, MICHAEL, ANTHONYICHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control
DUBIS, MICHAEL, ANTHONYICHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control
DUBIS, MICHAEL, ANTHONYICHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control
DUBIS, MICHAEL, ANTHONYICHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control
DUBIS, MICHAEL, ANTHONYICHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control
DUBIS, MICHAEL, ANTHONYICHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control
DUBIS, MICHAEL, ANTHONYICHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control
DUBIS, MICHAEL, ANTHONYICHIEF COMPLIANCE OFFICER / MANAGING MEMBERE Control

Registrations

Federal

IA
Mar 17, 2025 REGISTERED

Notice Filings (1)

WI

Address

8383 GREENWAY BLVD.
SUITE 600
MIDDLETON, WI 53562
United States
Phone: 608-827-6755