![Mike Foltz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mike Foltz
Corporate Officer/Principal chez
Illinois State Bar Association
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.
Postes actifs de Mike Foltz
| Sociétés | Poste | Début |
|---|---|---|
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 |
Anciens postes connus de Mike Foltz
| Sociétés | Poste | Fin |
|---|---|---|
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. | Fondateur | 05/08/2021 |
Formation de Mike Foltz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
82
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
