Brandon Michael Wilson

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

• 01/2010 → 08/2020
  Student
  Colorado Springs, CO
• 01/2020 → 07/2020
  7 11
  Colorado Springs, CO
• 03/2018 → 01/2020
  Great Wolf Lodge
  Colorado Springs, CO
• 08/2017 → 01/2018
  Ruffalo Noel Levits
  Colorado Springs, CO
• 06/2020 → 04/2021
  Northwestern Mutual Life Insurance Company
  Colorado Springs, CO
• 05/2020 → 08/2020
  Northwestern Mutual Investment Services Llc
  Colorado Springs, CO
• 03/2021 → 12/2022
  Northwestern Mutual Wealth Management Company
  Colorado Springs, CO
• 01/2023 → 07/2024
  Fidelity Investments
  Colorado Springs, CO
• 07/2024 → 03/2025
  Fidelity Investments
  Denver, CO
• 04/2025 → Present
  Foundations Investment Advisors
  Phoenix, AZ

Previous Registrations

• 2025-03-31 → 2025-04-21
  Strategic Advisers Llc
  Boston, MA
• 2023-02-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Colorado Springs, CO

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-02-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Brandon Michael Wilson
• Brandon Wilson