Edward Friedel Kinsey

Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → Present
  Self Employed
  Farmington, UT
• 07/2015 → Present
  Clear Solar
  Salt Lake City, UT
• 08/2015 → Present
  Foundations Investment Advisors, Llc
  Scottsdale, AZ

Previous Registrations

• 2008-05-22 → 2009-10-13
  Financial Leadership Advisors, Inc.
  Morgan, UT
  Alpharetta, GA

Other Businesses

INDEPENDENT INSURANCE AGENT; SELF-EMPLOYED; IS INVESTMENT RELATED; 991 Shepard Lane, Suite #110 Farmington, UT, 84025; LIFE INSURANCE AND FIXED ANNUITIES; OWNER AND AGENT;SINCE 09/2007; 20 HOURS PER WEEK DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-03

Other Names

• Ed Kinsey
• Edward Kinsey