Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
390 advisors
Number of Clients
18,377 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$39.8B
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
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Contact
Michael Anthony Dubis
Location
8383 Greenway Blvd., Suite 600, Middleton, WI, 53562
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Beacon Pointe Advisors, LLC
June 2025 - Present · 8 mos
Previous Registrations
Michael A. Dubis Financial Planning, LLC
August 2002 - June 2025 · 22 yrs 10 mos
Touchstone Financial, LLC
August 2002 - July 2002 · 0 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Additional Information
I look forward to the opportunity to speak with you. I can be reached directly at 608-827-6755.
Contact
Michael Anthony Dubis