Michael Paul Foltmer
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
1 stateRegistered in
$344.6BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Vanguard Advisers, Inc.Jan 2026 to now
- The Vanguard Group, Inc.Oct 2025 to now
- Vanguard Marketing CorporationOct 2025 to now
- UnemployedApr 2025 to Oct 2025
- AvantaxMay 2024 to Apr 2025
- UnemployedOct 2023 to May 2024
- Northwestern MutualFeb 2023 to Oct 2023
- UnemployedAug 2022 to Feb 2023
- Fairway Independent Mortgage CorporationMar 2021 to Aug 2022
- UnemployedAug 2014 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3020420
- Firm CRD
- 106715