Michael Doise
Cullen Investment Group · Lafayette, Louisiana
Michael Doise is a fee-only financial advisor at Cullen Investment Group in Lafayette, Louisiana, who holds the CFP and CFA credentials. Cullen Investment Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Cullen Investment Group |
|---|---|
| Based in | Lafayette, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $910.0M across 1,499 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in LA, TX · CRD 5407123 |
| Exams passed | Series 63 (2014) · Series 66 (2023) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.cullenonline.com |
| Profile |
How Michael's firm compares
- Cullen Investment Group's average account is about $607,000, from its Form ADV (assets managed divided by 1,499 accounts).
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Questions about Michael
Is Michael Doise a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Cullen Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Cullen Investment Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Michael Doise based?
Michael Doise is based in Lafayette, Louisiana.
What credentials does Michael Doise hold?
Michael Doise holds the CFP and CFA credentials.
Is Michael Doise registered with the SEC?
Yes. Michael Doise is registered as an investment adviser representative in LA and TX (CRD 5407123), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cullen Investment Group manage?
Cullen Investment Group reports $910.0M across 1,499 accounts in assets under management.
How do I contact Michael Doise?
Through Michael's website, www.cullenonline.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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