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Edward F

Series 63

Frankenmuth, MI

Cetera

Edward Foltz is a financial advisor with Cetera in Frankenmuth, MI, holding a Series 63 designation and 28 years of industry experience. He has held roles at Cetera Advisors LLC since 2013 and has been involved with multiple financial services and insurance firms, including Rummel Benefits Group and Income Planning Services. Outside of his advisory work, Foltz participates in traditional Bavarian dance through Frankenmuth Schuhplattler LLC and serves on the board of governors for the Frankenmuth Community Foundation. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a diverse client base including individuals, employer-sponsored plans, corporate and charitable entities, and institutional accounts, utilizing a multi-manager platform with various discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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