Unclaimed Profile

Michael Craig Foltz

BALASA DINVERNO FOLTZ LLC·ITASCA, Illinois

Series 7, Series 63Clean record25 years registeredBALASA DINVERNO FOLTZ LLC

500 PARK BOULEVARD, ITASCA, IL 60143CRD# 1457668Firm CRD# 113630

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Craig Foltz · ITASCA, IL

Registration

CRD #1457668 · BALASA DINVERNO FOLTZ LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BALASA DINVERNO FOLTZ LLC

BALASA DINVERNO FOLTZ LLC

Jun 2001 – Aug 2021

NAPLES, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · June 28, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALASA DINVERNO FOLTZ LLC

CRD 113630 · SEC 801-60368

AUM

$5.9B

Regulatory assets under management

Employees

6,756 client accounts

Services offered by BALASA DINVERNO FOLTZ LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BALASA DINVERNO FOLTZ LLC →

Introduction

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Frequently Asked Questions

What services does Michael Craig Foltz offer?

Michael Craig Foltz specializes in Financial Planning, Investment Management, Wealth Management.

What are Michael Craig Foltz's credentials?

Michael Craig Foltz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Craig Foltz located?

Michael Craig Foltz is based in ITASCA, Illinois, last registered with BALASA DINVERNO FOLTZ LLC.

How does Michael Craig Foltz charge for services?

Michael Craig Foltz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BALASA DINVERNO FOLTZ LLC?

BALASA DINVERNO FOLTZ LLC has approximately 47 employees and manages $5.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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