Edward Foltz, financial advisor Frankenmuth MI
96 score

Edward Foltz

CRD Number: 3093905
Current Firm: Cetera Advisors LLC

Edward Foltz (CRD# 3093905) is an Investment Advisor Representative working at Cetera Advisors LLC in Frankenmuth, MI and has over 17 years of experience in the finance industry. Edward Foltz 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.

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Professional Designations
Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Jan 2013 - Current 3
Emil Rummel Agency, Inc. Frankenmuth, MI Mar 2001 - Current 15
Multi-financial Securities Corporation Denver, CO Dec 2006 - Dec 2012 6
Questar Capital Corporation Ann Arbor, MI Mar 2001 - Dec 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
Contact Info for Edward T. Foltz
Phone Number: 800-929-3485
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    9,424
    MILLIONS
  • Total Number of Accounts
    47,356
    ACCOUNTS
  • Average Account Value
    $199,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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