Foundations Investment Advisors LLC

Foundations Investment Advisors LLC (CRD# 175083) is a financial advisory firm headquartered in Phoenix, AZ. They manage $3,760,076,801 in 34,273 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040
https://www.facebook.com/pg/fiwealth/about/
By the Numbers
  • Total Assets Under Management
    3,760
    MILLION
  • Total Number of Accounts
    34,273
    ACCOUNTS
  • Average Account Value
    $109,710
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Foundations Investment Advisors LLC
Showing 41 - 50 of 145 top financial advisors.
41
Edward Kinsey, financial advisor Phoenix AZ
Edward F. Kinsey
CRD#: 5530998
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Edward Kinsey (CRD# 5530998) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 7 years of experience in the finance industry.

42
Larry Kloefkorn, financial advisor Wichita KS
Larry D. Kloefkorn
CRD#: 6368472
110 E Waterman, Ste 150, Wichita, KS 67202

Larry Kloefkorn (CRD# 6368472) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Wichita, KS and has over 8 years of experience in the finance industry.

43
Janet Knight, financial advisor Phoenix AZ
Janet M. Knight
CRD#: 3041533
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Janet Knight (CRD# 3041533) 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.

44
Timothy Kutsch, financial advisor Phoenix AZ
Timothy R. Kutsch
CRD#: 6003654
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Timothy Kutsch (CRD# 6003654) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 10 years of experience in the finance industry.

45
Joseph Laswell, financial advisor Ripon CA
Joseph D. Laswell
CRD#: 6757735
117 East Main St, Ripon, CA 95366

Joseph Laswell (CRD# 6757735) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Ripon, CA and has over 6 years of experience in the finance industry.

46
Michael Lehrhaupt, financial advisor Shelton CT
Michael J. Lehrhaupt
CRD#: 4411210
100 Beard Saw Mill Road, Suite 275, Shelton, CT 06484

Michael Lehrhaupt (CRD# 4411210) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Shelton, CT and has over 21 years of experience in the finance industry.

47
Michael Lewin, financial advisor N. Clearwater FL
Michael A. Lewin
CRD#: 2043617
N. Clearwater, FL

Michael Lewin (CRD# 2043617) is an Investment Advisor Representative.   Assets under management are managed at Sowell Management Services in Little Rock, AR. 

48
Lucas Longino, financial advisor Phoenix AZ
Lucas B. Longino
CRD#: 6755904
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Lucas Longino (CRD# 6755904) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 6 years of experience in the finance industry.

49
Darren Lundy, financial advisor Phoenix AZ
Darren L. Lundy
CRD#: 2817372
4310 E. Cotton Center Blvd., Suite 120, Phoenix, AZ 85040

Darren Lundy (CRD# 2817372) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 26 years of experience in the finance industry.

50
Gregory Lynch, financial advisor Franklin TN
Gregory L. Lynch
CRD#: 6574196
725 Cool Springs Blvd, Ste 600, Franklin, TN 37067

Gregory Lynch (CRD# 6574196) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Franklin, TN and has over 7 years of experience in the finance industry.

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