Maggie Louise Wenzelburger

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

• 01/2008 → Present
  Secure Money Advisors
  Zelienople, PA
• 02/2020 → Present
  Foundations Investment Advisors Llc
  Scottsdale, AZ

Other Businesses

SECURE MONEY ADVISORS, LLC; INVESTMENT RELATED; ZELIENOPLE, PA; INSURANCE; INSURANCE AGENT; 01/2008; APPROXIMATELY 100 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-23