Mark Folgmann
ARK Advisors · Traverse City, Michigan
Mark Folgmann is a fee-only financial advisor at ARK Advisors in Traverse City, Michigan, who holds the ChFC credential. ARK Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | ARK Advisors |
|---|---|
| Based in | Traverse City, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $79.3M across 152 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in MI · CRD 1128290 |
| Exams passed | Series 63 (1983) |
| Disclosures | None reported |
| Profile |
How Mark's firm compares
- ARK Advisors's average account is about $522,000, from its Form ADV (assets managed divided by 152 accounts).
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Questions about Mark
Is Mark Folgmann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and ARK Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, ARK Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark Folgmann based?
Mark Folgmann is based in Traverse City, Michigan.
What credentials does Mark Folgmann hold?
Mark Folgmann holds the ChFC credential.
Is Mark Folgmann registered with the SEC?
Yes. Mark Folgmann is registered as an investment adviser representative in MI (CRD 1128290), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ARK Advisors manage?
ARK Advisors reports $79.3M across 152 accounts in assets under management.
How do I contact Mark Folgmann?
Contact details aren't on file yet. Search for ARK Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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