Mike Foltz

Corporate Officer/Principal bei

Illinois State Bar Association

Commercial Services

Consumer Services

Finance

Profil

Michael Craig Foltz is the founder of Balasa Dinverno Foltz LLC, a wealth management firm founded in 2001.
He held the title of Wealth Manager from 2001 to 2021.
Currently, he is a Member of The American Institute of Certified Public Accountants, Illinois State Bar Association, and Illinois Certified Public Accountants Society.
Mr. Foltz received his undergraduate degree from Illinois State University in 1979 and his graduate degree from Chicago-Kent College of Law.

Aktive Positionen von Mike Foltz

Unternehmen	Position	Beginn
Illinois State Bar Association Illinois State Bar Association Miscellaneous Commercial ServicesCommercial Services Operates as legal association	Corporate Officer/Principal	28.03.2011
Illinois Certified Public Accountants Society Illinois Certified Public Accountants Society Miscellaneous Commercial ServicesCommercial Services Operates professional association of certified public accountants	Corporate Officer/Principal	28.03.2011
The American Institute of Certified Public Accountants The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Association of accountants	Corporate Officer/Principal	28.03.2011

Alle aktiven Positionen von Mike Foltz

Ehemalige bekannte Positionen von Mike Foltz

Unternehmen	Position	Ende
Balasa Dinverno Foltz LLC Balasa Dinverno Foltz LLC Investment ManagersFinance BDF employs fundamental and technical analyses to formulate investment advice. They recommend their clients to primarily allocate investment management assets among one or more of the following: individual equities, individual fixed-income, mutual funds and ETFs and other exchange-traded products. The firm primarily manages separate client-focused equity portfolios.	Gründer	05.08.2021

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Unternehmensverbindungen

Private Unternehmen	6
The American Institute of Certified Public Accountants The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Association of accountants	Commercial Services
Balasa Dinverno Foltz LLC Balasa Dinverno Foltz LLC Investment ManagersFinance BDF employs fundamental and technical analyses to formulate investment advice. They recommend their clients to primarily allocate investment management assets among one or more of the following: individual equities, individual fixed-income, mutual funds and ETFs and other exchange-traded products. The firm primarily manages separate client-focused equity portfolios.	Finance
Illinois State University Illinois State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Chicago-Kent College of Law Chicago-Kent College of Law Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Illinois State Bar Association Illinois State Bar Association Miscellaneous Commercial ServicesCommercial Services Operates as legal association	Commercial Services
Illinois Certified Public Accountants Society Illinois Certified Public Accountants Society Miscellaneous Commercial ServicesCommercial Services Operates professional association of certified public accountants	Commercial Services