Laura FoltzCRD Number: 7404438
Current Firm: Ci Private Wealth
Laura Foltz (CRD# 7404438) is an Investment Advisor Representative working at Ci Private Wealth in Itasca, IL and has 1 year of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Ci Bdf Private Wealth||Itasca, IL||Dec 2022 - Current||< 1|
|Balasa Dinverno Foltz LLC||Itasca, IL||May 2021 - Current||2|
|Plante Moran||Chicago, IL||Aug 2017 - May 2021||3|
|University Of Illinois At Urbana-champaign||Champaign, IL||Aug 2012 - Aug 2017||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2021|
Total Assets Under Management94,617MILLIONS
Total Number of Accounts79,738ACCOUNTS
Average Account Value$1,186,599
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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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