Michael Anthony Dubis

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → 06/2025
  Michael A Dubis Financial Planning, Llc
  Madison, WI
• 05/2025 → Present
  Beacon Pointe Advisors, Llc
  Middleton, WI

Previous Registrations

• 2002-08-08 → 2025-06-26
  Michael A. Dubis Financial Planning, Llc
  Madison, WI
  Middleton, WI
• 2002-08-08 → 2002-07-25
  Michael A. Dubis Financial Planning, Llc
  Madison, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-19

Designations

• Certified Financial Planner

Other Names

• Michael A Dubis