Michael Bullis

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About Michael Bullis

Michael S. Bullis is a Partner, Director and fee-based Financial Advisor at Bullis Wealth Strategies at Steward Partners, based in Royal Oak, MI. He provides comprehensive wealth management and financial planning services to individual and corporate clients across Michigan, Arizona, California, Delaware, and Florida.

Michael holds a Bachelor of Science in Finance from Ferris State University and maintains Series 7, 63, 66, and 24 securities licenses. With over 25 years of experience in the financial planning and investment industry, his areas of experience include portfolio management, financial planning, 401(k) education, and estate planning strategies.

Before joining Raymond James in 2015, Michael served as Vice President at one of Michigan's largest credit unions, where he led the development and integration of the Investment & Insurance Services department, transforming it into a core business line and increasing assets under management by 59%. Michael began his career in 1997 as Associate Vice President at GFS, Inc., a wealth management firm located in Beverly Hills, CA.

At Bullis Wealth Strategies, clients receive professional, objective guidance designed to empower informed investment decisions. Michael is committed to delivering strategic, unbiased advice with the highest level of personalized service.

See Disclosures

General Information

Firm Start Year

1926

CRD#

3004994

Firm CRD#

283004

Insurance License#

0221949

Name of Broker/Dealer

Steward Partners Investment Solutions, LLC

Name of Custodial Firm

Raymond James

States Licensed in

AZ,CA,FL,GA,IL,MI,MT,OH,TN,WI

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Steward Partners 09/13/2025 - Present Raymond James Financial Services, Inc. 01/2015 - 09/2015 First Allied Securities, Inc. 07/2007 - 01/2015 CUNA Brokerage Services 09/2003 - 07/2007 Grattan Financial Securities, Inc. 01/1998 - 09/2003

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 63, Series 24, Series 7, Series 66, Series 6

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Variable Life, Long Term Care

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$100,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets, Flat Fee, Commissions

Fee % Based on Assets

1.25%

Additional Details on Charges

Fee-Based Asset Management; Commission-Based Investment Products.

Education

B.S. Finance - Finance

Ferris State University
08/1990 -08/1994

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1894313/paladinregistry-Bullis-Wealth-Strategies-detailed-disclosure.html

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Paladin Research Report For:

Bullis Wealth Strategies