Edward Foltz (CRD# 3093905) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Frankenmuth, MI and has over 25 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 4473397
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Rummel Benefits Group | Frankenmuth, MI | Aug 2021 - Current | 2 |
| Income Planning Services | Frankenmuth, MI | Oct 2020 - Current | 3 |
| Frs Financial Group, Inc. | Denver, CO | Nov 2017 - Current | 6 |
| Cetera Advisors LLC | Denver, CO | Jan 2013 - Current | 11 |
| Emil Rummel Agency, Inc. | Frankenmuth, MI | Mar 2001 - Dec 2022 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
- MI
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- 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
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, WY
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