Michael S. Bullis
Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Michael S. Bullis
Financial Advisor
Michael Bullis is a Fee-Based Financial Advisor and Registered Principal of First Allied Securities, Inc. located in Royal Oak, MI. He manages individual and corporate portfolios in Michigan, California, Florida, Arizona, and Washington. Michael holds a B.S. in Finance from Ferris State University as well as his series 7, 63, 66 & 24 Securities Licenses.
With over 14 years in the financial planning and investment industry, Michael’s area of expertise includes portfolio management, financial planning, 401(K) rollovers and estate planning. In addition to working with families and individual investors, he has partnered with local credit unions to offer their members financial planning services.
Prior to joining First Allied Securities, Inc. in 2007, Michael was the Vice President of Community Financial Credit Union located in Plymouth, MI. He led his team in successfully creating and integrating the Investment & Insurance Services department into one of the credit union’s core business lines by increasing the assets under management by 59% in three years. He began his financial planning career in 1997 as an Associate Vice President and Investment Consultant with the wealth management firm GFS, Inc. located in Beverly Hills, CA.
Michael has also been selected as one of Metro Detroit’s FIVE STAR Wealth Managers as named by Detroit HOUR & DBusiness magazine for 2010 & 2011.
*FIVE STAR Wealth Manager Award
The FIVE STAR Wealth ManagerSM Award Program and its research process adhere to the guidelines established within the Investment Advisors Act of 1940 regarding third-party
recognition. The overall survey score reflects an average of all respondents and may not be representative of any one client’s evaluation. The 2011 FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Wealth Managers.
If you would like contact Michael Bullis to schedule a complimentary consultation please contact him at 248-584-1400 or e-mail him at <mbullis@rr.firstallied.com>.