Edward Foltz
Edward Foltz is a registered investment advisor at Cetera Investment Advisers LLC, based in Frankenmuth, MI, with 27 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
522 S. Main Street, Frankenmuth, MI, 48734
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward is the owner/president of FRS Financial Group, Inc. DBA Rummel Wealth Management, spending about 10-20% of his time there. He also owns Rummel Benefits Group, where he sells and services fixed life, employee benefits, LTC, disability, and health insurance, dedicating about 10-20% of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Questar Capital CorporationBroker
American General Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations16 states
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