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Michael Dean Hoeflinger

Evensky & Katz/foldes Wealth Management

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About Michael Dean Hoeflinger

Michael Dean Hoeflinger is a financial advisor at Evensky & Katz/foldes Wealth Management. Michael has over 20 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™. Michael has worked at several firms including Sentinel Securities, Inc. and DP Asset Management, Inc. Michael is registered with the Securities and Exchange Commission and holds licenses for the Series 7, Series 24, Series 63 and Series 65 exams.

Firm Information

Michael Hoeflinger is currently registered with Evensky & Katz/foldes Wealth Management. Evensky & Katz/foldes Wealth Management is a financial advisory firm based in CORAL GABLES, FL. The firm provides financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals. The firm has approximately $2,895,866,943 in regulatory assets under management.
Evensky & Katz/foldes Wealth Management

4000 PONCE DE LEON BOULEVARD

CORAL GABLES, FL 33146

$2.90B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Hoeflinger’s Registration & Firm History

FL

07/21/2014 - Present

Evensky & Katz/foldes Wealth Management (CORAL GABLES FL)

FL

09/28/2004 - 10/31/2008

SENTINEL SECURITIES, INC. (MIAMI FL)

FL

04/20/1999 - 10/01/2004

DP ASSET MANAGEMENT, INC. (ORLANDO FL)

CA

11/25/1997 - 02/25/1999

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

FL

12/20/1994 - 10/16/1997

THE PARTNERS FINANCIAL GROUP, INC. (MIAMI FL)

NJ

07/25/1994 - 12/20/1994

PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)

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Licenses & Designations

IA

Issued 05/22/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/2000

Series 24 - General Securities Principal Examination

BC

Issued 07/22/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Dean Hoeflinger.
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