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Michael A. Dubis Financial Planning, LLC Info

Michael A. Dubis Financial Planning, LLC info

Michael A. Dubis Financial Planning, LLC (SEC CIK 2052271) first filed with the SEC on 2025-02-12 (Form 13F-HR) and has filed 2 times since, including 2 Form 13F-HR quarterly holdings reports. It is organized in WI and registered at 8383 GREENWAY BLVD, SUITE 600, MIDDLETON, WI, 53562.

  • Name: Value Michael A. Dubis Financial Planning, LLC.
  • SEC CIK: Value 2052271.
  • State of organization: Value WI.
  • Business address: Value 8383 GREENWAY BLVD, SUITE 600, MIDDLETON, WI, 53562.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameMichael A. Dubis Financial Planning, LLC
SEC CIK2052271
State of organizationWI
Business address8383 GREENWAY BLVD, SUITE 600, MIDDLETON, WI, 53562
Mailing address8383 GREENWAY BLVD, SUITE 600, MIDDLETON, WI, 53562
Phone608-827-6755
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2025-02-12 (Form 13F-HR)
Latest SEC filing2025-04-15 (Form 13F-HR)
Filings on EDGAR2
First Form 13F-HR2025-02-12 (quarter ended 2024-12-31)
Latest Form 13F-HR2025-04-15 (quarter ended 2025-03-31)
Form 13F-HR filings2

Filings by Form

FormFilingsLatest
13F-HR22025-04-15

Filings by Year

YearFilingsForm 13F-HR
202522

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