Michael Rudy
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.
Core Areas of Focus
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Rudy's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1987
Experience
January 25, 2011 - Present
WOLAKOTA FINANCIAL ADVISORS
Office #1: 878 S Grove St., Ypsilanti, MI 48198-6345May 22, 2006 - January 4, 2007
NORTHERN FINANCIAL ADVISORS, INC
June 19, 1990 - August 2, 1993
SIGMA FINANCIAL CORPORATION
September 9, 1985 - March 27, 1990
FIRST OF MICHIGAN CORPORATION
June 26, 1984 - August 8, 1985
MORGAN STANLEY DW INC.
April 24, 1984 - July 18, 1984
SIGMA FINANCIAL CORPORATION
September 28, 1982 - February 21, 1984
MUTUAL SERVICE CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/25/2011)
Exams
Current Firm
WOLAKOTA FINANCIAL ADVISORS
CRD#: 143218 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 8,625,855 |
Red Flags
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