Michael Folker, financial advisor Idaho Falls ID
89 score

Michael Folker

CRD Number: 6222428
Current Firm: Allegis Investment Advisors, LLC

Michael Folker (CRD# 6222428) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Idaho Falls, ID and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Allegis Investment Advisors, Llc, Aka Bowengroup Advisors, LLC Idaho Falls, ID Jun 2012 - Current 4
Student Provo, UT Jul 2003 - Current 13
Signature Party Rental Provo, UT Apr 2007 - Sep 2011 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
S63 Uniform Securities State Law Examination Feb 2016
Contact Info for Michael J. Folker
Phone Number: 208-529-3462
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    380
    MILLIONS
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $108,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, ID, IN, LA, MT, NE, NV, NY, OH, OR, TX, UT, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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