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Current Employers
Foundations Investment Advisors Llc

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-02-02
  • CO RA
    APPROVED
    Since 2026-02-02

Branch Locations

16649 Washington St, Thornton, CO 80023 • United States

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Otero Junior College La Junta CO 08/2016 04/2017
Boulder Nissan Boulder CO 04/2017 08/2017
Otero Junior College La Junta CO 08/2017 04/2018
Boulder Nissan Boulder CO 04/2018 08/2018
University Of Colorado Boulder Boulder CO 08/2018 04/2019
University Of Colorado Boulder Boulder CO 08/2019 04/2020
Sunlight Window Cleaning Denver CO 04/2020 08/2020
University Of Colorado Boulder CO 08/2020 12/2020
Axa Equitable New York NY 01/2020 03/2022
Axa Equitable Lakewood CO 04/2019 08/2019
Massmutual Life Insurance Co Denver CO 05/2022 05/2024
Creativeone Wealth, Llc Overland Park KS 04/2024 09/2025
Bam Advisory Group Lakewoord CO 04/2024 11/2025
Foundations Investment Advisors Llc Phoenix AZ 02/2026 Present
  • 08/2016 → 04/2017
    Otero Junior College
    La Junta, CO
  • 04/2017 → 08/2017
    Boulder Nissan
    Boulder, CO
  • 08/2017 → 04/2018
    Otero Junior College
    La Junta, CO
  • 04/2018 → 08/2018
    Boulder Nissan
    Boulder, CO
  • 08/2018 → 04/2019
    University Of Colorado Boulder
    Boulder, CO
  • 08/2019 → 04/2020
    University Of Colorado Boulder
    Boulder, CO
  • 04/2020 → 08/2020
    Sunlight Window Cleaning
    Denver, CO
  • 08/2020 → 12/2020
    University Of Colorado
    Boulder, CO
  • 01/2020 → 03/2022
    Axa Equitable
    New York, NY
  • 04/2019 → 08/2019
    Axa Equitable
    Lakewood, CO
  • 05/2022 → 05/2024
    Massmutual Life Insurance Co
    Denver, CO
  • 04/2024 → 09/2025
    Overland Park, KS
  • 04/2024 → 11/2025
    Bam Advisory Group
    Lakewoord, CO
  • 02/2026 → Present
    Phoenix, AZ
Previous Registrations
Other Businesses

Alpha 1 Tax & Wealth; Investment Related; 16649 Washington St, Thornton, CO 80023; Life insurance sales and annuities; Representative; Sell life insurance and annuities and incorporate them into a financial plan; Started: 02/2026; 0 hours a month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-04
  • S66 Uniform Combined State Law Examination
    2021-12-04
Designations
Other Names
  • Nathan Daniel Lehnerz
  • Nate Daniel Lehnerz

View on SEC IAPD

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