Kimberly Strosnider (CRD# 4504689) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Marysville, MI and has over 22 years of experience in the finance industry.
CRD# 6150772
J.p. Morgan Securities LLC
CRD# 6834496
Edward Jones
CRD# 1025998
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors, LLC | Marysville, MI | Apr 2024 - Current | < 1 |
| Estate And Wealth Management Services | Marysville, MI | May 2007 - Current | 16 |
| Alphastar Capital Management, LLC | Cornelius, NC | Jun 2018 - Apr 2024 | 5 |
| Sgl Financial, LLC | Buffalo Grove, IL | Dec 2015 - Jul 2018 | 2 |
| Prosperity Capital Advisors | Westlake, OH | Oct 2011 - Dec 2015 | 4 |
| Gradient Advisors, LLC | Shoreview, MN | Jan 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2002 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
- MI
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Total Assets Under Management5,442MILLIONS
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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