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Michael Anthony Dubis

Beacon Pointe Advisors, LLC

Middleton, WI

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-06-02
  • WI RA
    APPROVED
    Since 2025-06-02

Branch Locations

8383 Greenway Blvd Suite 600, Middleton, WI 53562 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Michael A Dubis Financial Planning, Llc Madison WI 06/2006 06/2025
Beacon Pointe Advisors, Llc Middleton WI 05/2025 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-19
  • S65 Uniform Investment Adviser Law Examination
    2000-07-19
Designations
Other Names
  • Michael A Dubis

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI

More in Middleton, WI

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