Michael HoeflingerCRD Number: 2466146
Current Firm: Evensky & Katz/foldes Financial Wealth Management
Michael Hoeflinger (CRD# 2466146) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 28 years of experience in the finance industry. Michael Hoeflinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Evensky & Katz/foldes Financial||Coral Gables, FL||Jul 2014 - Current||8|
|Foldes Financial Management, LLC||Miami, FL||Nov 2008 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1994|
|S65||NASAA Investment Advisors Law Examination||May 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management2,741MILLIONS
Total Number of Accounts4,812ACCOUNTS
Average Account Value$569,714
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA
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