Michael Rudy

WOLAKOTA FINANCIAL ADVISORS

Ypsilanti, MI 48198-6345

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CRD#: 1062872

Professional summary

Michael Rudy, CFP®, who also goes by George Rudy, J M George Rudy, James Michael Rudy, James Michael George Rudy, Michael J Rudy, Michael Joss Rudy, Michale Rudy, is a registered financial advisor currently at WOLAKOTA FINANCIAL ADVISORS located in Ypsilanti, Michigan.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Michael has worked at 6 firms and has passed the Series 63, Series 3 and Series 7 exams.

Biography

Particularly gifted at listening and creative enough to fashion a financial plan that not only makes sense from a financial planning perspective, but actually allows you to sleep at night.  Money and your emotional response to it are forever lnked and not dealing with both aspects of your money life is like boxing with only one hand.  Comprehensive, holistic, compassionate, non-judgmental environment facilitating personal and financial growth.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Tax Planning

Budgeting

Investment Planning

Do you have an area of expertise or specialization?

Business Owners

Hourly

Investment Advice without Ongo...

Middle Income Client Needs

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ALL OF THE FOLLOWING AT THE CURRENT ADDRESS - 878 S GROVE YPSILANTI, MI 48198: 1. OPERATING UNDER WOLAKOTA FINANCIAL ADVISORS - NON-SECURITIES RELATED - TAX PREPARATION & PLANNING - SEASONAL ON-GOING SINCE 2006 - JAN - APRIL - 3/4 TIME - TAX PREPARER AND PLANNER. 2. OPERATING UNDER WOLAKOTA FINANCIAL ADVISORS - NON-SECURITIES RELATED - PSYCHOANALYTIC PSYCHOTHERAPY AND PSYCHOANALYSIS - ON-GOING SINCE 1976 - YEAR ROUND - 1/4 OF MY TIME - COMPLETELY SEPARATE CLIENTELE FROM FINANCIAL PLANNING/TAX PREP BUSINESS. I SERVE AS A PSYCHOTHERAPIST WITH A SPECIALTY IN MONEY RELATED ISSUES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Rudy's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

January 25, 2011 - Present

WOLAKOTA FINANCIAL ADVISORS

Office #1: 878 S Grove St., Ypsilanti, MI 48198-6345

RIA

CRD#: 143218

Ypsilanti, MI

Past

May 22, 2006 - January 4, 2007

NORTHERN FINANCIAL ADVISORS, INC

RIA

CRD#: 121088

FRANKLIN, MI

Past

June 19, 1990 - August 2, 1993

SIGMA FINANCIAL CORPORATION

CRD#: 14303

Past

September 9, 1985 - March 27, 1990

FIRST OF MICHIGAN CORPORATION

CRD#: 311

Past

June 26, 1984 - August 8, 1985

MORGAN STANLEY DW INC.

CRD#: 7556

Past

April 24, 1984 - July 18, 1984

SIGMA FINANCIAL CORPORATION

CRD#: 14303

Past

September 28, 1982 - February 21, 1984

MUTUAL SERVICE CORPORATION

CRD#: 4806

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(1/25/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/20/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 10/4/1988

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/18/1982

General Securities Representative Examination

Current Firm

WOLAKOTA FINANCIAL ADVISORS

JAMES MICHAEL RUDY | WOLAKOTA, LLC | WOLAKOTA FINANCIAL ADVISORS

CRD#: 143218 / SEC#:

Michigan

Registered Investment Advisory firm - (1/2/2008 Approved)

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Contact information

Main Address

878 S Grove St., Ypsilanti, MI 48198-6345

Mailing Address

878 South Grove Street Ll, Ypsilanti, MI 48198-6345

Phone number

(734) 480-2611

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 8,625,855

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael Rudy

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Rudy's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOLAKOTA FINANCIAL ADVISORS

NORTHERN FINANCIAL ADVISORS, INC

SIGMA FINANCIAL CORPORATION

FIRST OF MICHIGAN CORPORATION

MORGAN STANLEY DW INC.

SIGMA FINANCIAL CORPORATION

MUTUAL SERVICE CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 10/20/1982

Series 3

Date: 10/4/1988

Series 7

Date: 9/18/1982

Current Firm

WOLAKOTA FINANCIAL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WOLAKOTA FINANCIAL ADVISORS

TRUST BUT VERIFY

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