Mark Folgmann, financial advisor Traverse City MI

Mark Folgmann

CRD Number: 1128290
Current Firm: Ark Advisors, LLC

Mark Folgmann (CRD# 1128290) is an Investment Advisor Representative working at Ark Advisors, LLC in Traverse City, MI and has over 40 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ark Advisors, LLC Traverse City, MI Jan 2005 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
Contact Info for Mark R. Folgmann
Current Firm Details
By the Numbers
  • Total Assets Under Management
    73
    MILLIONS
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $449,379
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

MI

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