Edward Thomas Foltz

Current Employers

Employment History

• 03/2001 → 12/2022
  Emil Rummel Agency, Inc.
  Frankenmuth, MI
• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 11/2017 → Present
  Frs Financial Group, Inc.
  Denver, CO
• 10/2020 → Present
  Income Planning Services
  Frankenmuth, MI
• 08/2021 → Present
  Rummel Benefits Group
  Frankenmuth, MI
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

(1) FRANKENMUTH SCHUHPLATTLER LLC, 1600 N DEHMEL FRANKENMUTH MI 48734, PREFORM TRADITIONAL BAVARIAN DANCE, START 10/2006, 2HR/WK (2) NAME OF OTHER BUSINESS: FRS FINANCIAL GROUP, INC. DBA RUMMEL WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (3) NAME OF OTHER BUSINESS: FRS FINANCIAL GROUP, INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL ADDRESS; NATURE OF BUSINESS: C CORP FOR TAX REPORTING PURPOSES AND USED TO HOLD DBA'S; START DATE: 09/2017; POSITION/TITLE/RELATIONSHIP: PRESIDENT / SECRETARY / TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MAINTAIN CURRENT LEGAL STANDING WITH STATE OF MICHIGAN, SIGN AND FILE TAX DOCUMENTATION; (4) NAME OF OTHER BUSINESS: THE BEACON FINANCIAL GROUP, INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INACTIVE ENTITY / DBA HELD SHOULD NEED FOR IT ARISE; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: PRESIDENT / SECRETARY / TREASURER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: NONE AT THIS TIME; (5) FRANKENMUTH COMMUNITY FOUNDATION, NOT INVESTMENT RELATED, P.O. BOX 368 FRANKENMUTH, MI, 48734, NON-PROFIT, STARTED 01/2020, POSITION/TITLE/RELATIONSHIP: BOARD OF GOVERNORS, APX 2 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: HELP PROVIDE GUIDANCE AND GOALS FOR THE EXECUTIVE DIRECTOR IN EDUCATION, PROMOTION AND GROWTH (6) NAME OF OTHER BUSINESS: INCOME PLANNING SERVICES; INVESTMENT RELATED: YES; ADDRESS: 127 FRANCONIAN DR S FRANKENMUTH MI 48734; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 1/2020; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: FILED WITH STATE OF MICHIGAN, NOT CURRENTLY OPERATING; (7) NAME OF OTHER BUSINESS: RUMMEL BENEFITS GROUP INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: INSURANCE SALES AND SERVICE ; START DATE: 09/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT / TREASURER APX NUMBER OF HOURS PER WEEK: 20-25 ; APX NUMBER OF HOURS DURING TRADING HOURS: 20-25 ; BRIEF DESCRIPTION OF DUTIES: FIXED LIFE, EMPLOYEE BENEFITS, LTC, DISABILITY, HEALTH INSURANCE ;

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-25

Other Names

• Ed Foltz