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Michael Dean Hoeflinger

Evensky & Katz/Foldes Wealth Management

Coral Gables, FL

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Current Employers
Evensky & Katz/Foldes Wealth Management

4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2014-08-07
TX RA APPROVED_RES 2014-07-21
  • FL RA
    APPROVED
    Since 2014-08-07
  • TX RA
    APPROVED_RES
    Since 2014-07-21

Branch Locations

4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Foldes Financial Management, Llc Miami FL 11/2008 Present
Evensky & Katz/Foldes Financial Coral Gables FL 07/2014 Present
  • 11/2008 → Present
    Foldes Financial Management, Llc
    Miami, FL
  • 07/2014 → Present
    Evensky & Katz/Foldes Financial
    Coral Gables, FL
Previous Registrations
  • 2009-03-27 → 2014-12-18
    Foldes Financial Management
    Miami, FL
  • 1998-04-15 → 2014-12-08
    Ingham Retirement Group
  • 2008-09-02 → 2008-12-26
    Foldes Financial Management, Inc.
    Miami, FL
  • 1998-04-15 → 2004-12-31
    Ingham Retirement Group
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-22
S63 Uniform Securities Agent State Law Examination 1994-04-29
  • S65 Uniform Investment Adviser Law Examination
    2008-05-22
  • S63 Uniform Securities Agent State Law Examination
    1994-04-29
Designations
Other Names
  • Michel Dean Hoeflinger
  • Michael Dean Hoeflinger
  • Mike Hoeflinger

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
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ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
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