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MICHAEL A. DUBIS FINANCIAL PLANNING, LLC

MIDDLETON, WI · CRD 121419 · IAPD ↗ · michaeldubis.com · 608-827-6755

$272.5MRegulatory AUM
1Advisory reps
1Employees
1Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
July 2025 — MICHAEL A. DUBIS FINANCIAL PLANNING, LLC (MIDDLETON, WI) left the SEC roster (was $272.5M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.