Taylor Sundeen (CRD# 5097862) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 17 years of experience in the finance industry. Taylor Sundeen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors LLC | Minnetonka, MN | Dec 2020 - Current | 3 |
| Reality Group, Inc. | Coon Rapids, MN | Sep 2015 - Current | 8 |
| Advisornet Wealth Management | Minneapolis, MN | Jun 2016 - Dec 2020 | 4 |
| Great Waters Financial | New Hope, MN | May 2016 - Dec 2020 | 4 |
| Gts Properties LLC | Plymouth, MN | Jul 2014 - Dec 2019 | 5 |
| Raymond James Financial Services, Inc. | Coon Rapids, MN | Oct 2015 - Mar 2016 | < 1 |
| Raymond James Financial Services Advisors Inc. | Coon Rapids, MN | Oct 2015 - Mar 2016 | < 1 |
| Questar Asset Management | Minneapolis, MN | Jun 2014 - Oct 2015 | 1 |
| Questar Capital Corporation | Minneapolis, MN | May 2014 - Oct 2015 | 1 |
| American Financial | St. Louis Park, MN | Jun 2012 - Oct 2015 | 3 |
| Lakes Area Realty | Golden Valley, MN | Jun 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- MN
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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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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