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 The Illinois State Bar Association is a state bar association that serves lawyers. The association is based in Springfield, IL. The association provides various resources for lawyers, including legal forms, expert services, and publications. It also offers continuing legal education programs and hosts events for lawyers. | Corporate Officer/Principal | 28/03/2011 |
Illinois Certified Public Accountants Society
 Illinois Certified Public Accountants Society Miscellaneous Commercial ServicesCommercial Services The Illinois Certified Public Accountants Society operates a professional association of certified public accountants. The private company is based in Illinois. Todd Shapiro has been the CEO of the American company since 1998. | Corporate Officer/Principal | 28/03/2011 |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | 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 Balasa Dinverno Foltz LLC (BDF) is a wealth management firm headquartered in Itasca, Illinois. With origins dating to 1986, the firm was founded in 2001 when two Illinois firms, Balasa & Hoffman and Dinverno & Foltz Financial Group, merged to become Balasa Dinverno Foltz. They are a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. BDF provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. | Fondateur | 05/08/2021 |
Formation de Mike Foltz
| Illinois State University | Undergraduate Degree |
| Chicago-Kent College of Law | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Balasa Dinverno Foltz LLC
Balasa Dinverno Foltz LLC Investment ManagersFinance Balasa Dinverno Foltz LLC (BDF) is a wealth management firm headquartered in Itasca, Illinois. With origins dating to 1986, the firm was founded in 2001 when two Illinois firms, Balasa & Hoffman and Dinverno & Foltz Financial Group, merged to become Balasa Dinverno Foltz. They are a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. BDF provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. | Finance |
Illinois State Bar Association
Illinois State Bar Association Miscellaneous Commercial ServicesCommercial Services The Illinois State Bar Association is a state bar association that serves lawyers. The association is based in Springfield, IL. The association provides various resources for lawyers, including legal forms, expert services, and publications. It also offers continuing legal education programs and hosts events for lawyers. | Commercial Services |
Illinois Certified Public Accountants Society
Illinois Certified Public Accountants Society Miscellaneous Commercial ServicesCommercial Services The Illinois Certified Public Accountants Society operates a professional association of certified public accountants. The private company is based in Illinois. Todd Shapiro has been the CEO of the American company since 1998. | Commercial Services |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Commercial Services |
