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Foundations Investment Advisors LLC CRD 175083
$10.1B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-06-30 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ajax Paving Ind. | Troy | MI | 04/2007 | 02/2017 |
| American Income Life | Troy | MI | 02/2017 | 02/2019 |
| Pathfinders Wealth | Commerce | MI | 02/2019 | Present |
| Insight Folios | Northville | MI | 06/2020 | 06/2025 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 06/2025 | Present |
1) 02/2019 - PATHFINDERS WEALTH - INVESTMENT RELATED -1760 FENWICK DR, COMMERCE, MI 48382 ; OWNER; INVESTMENT ADVISER REPRESENTATIVE, INDEPENDENT INSURANCE AGENT, ADMINISTRATIVE SUPPORT ; INSURANCE, AND NON-LEGAL ESTATE PLANNING ADMINISTRATIVE SERVICES; DUTIES INCLUDE PROVIDING INSURANCE AND ANNUITY SOLUTIONS, REVIEWING PLANS WITH CLIENTS, NON-LEGAL SERVICES TO ASSIST CLIENTS WITH DOCUMENT ORGANIZATION, DATA ENTRY, AND PLATFORM NAVIGATION RELATED TO ESTATE PLANNING SOFTWARE, AND OTHER OWNERSHIP RESPONSIBILITIES. 2) HIGHGROUND GAMING LLC; NOT INVESTMENT RELATED; 1760 FENWICK DR, COMMERCE, MI 48382; BUSINESS PARTNER; ORGANIZE BOARD GAME EVENTS AND CREATE BOARD GAME RELATED CONTENT FOR YOUTUBE; STARTED:01/2022; VERY LITTLE TIME SPENT ON BUSINESS MONTHLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-22 |
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