Mark Folgmann, ChFC®, AIF®, CLU®

Traverse City, Michigan, 49686

Member Since 2005

I work with successful people to Simplify their Lives and add Peace of Mind to their financial situation

My Location

Years of Financial Experience
- 25
Certifications and Designations
- ChFC®
- AIF®
- CLU®
- NAPFA
Association Memberships
- National Assoc Personal Financial Advisors
- Alliance of Cambridge Advisors

Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Ameritrade
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly

Registration & Licensing
- CRD/IARD Number: 133687
- Securities Registrations: None
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Ark Advisors LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Disclosure(s)
- View ADV

Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- None
Insurance Products
- None

Visit Website - http://www.arkadvisor.com