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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:

Current Employers
Foundations Investment Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-20
IN RA APPROVED 2025-06-17
  • FL RA
    APPROVED
    Since 2025-06-20
  • IN RA
    APPROVED
    Since 2025-06-17

Branch Locations

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

Bargersville, IN • United States

Weeki Wachee, FL • 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
Ocala Christian Church Ocala FL 06/2016 06/2020
Buzz & Grind Ocala FL 05/2020 12/2020
Swiss Cove Christian Church Fruit Cove FL 12/2020 11/2021
Ronald Sieber St Johns FL 12/2021 12/2023
Ronald Sieber Weeki Wachee FL 12/2023 10/2024
Cga Insurance Llc Weeki Wachee FL 10/2024 Present
Foundations Investment Advisors Llc Phoenix FL 06/2025 Present
  • 06/2016 → 06/2020
    Ocala Christian Church
    Ocala, FL
  • 05/2020 → 12/2020
    Buzz & Grind
    Ocala, FL
  • 12/2020 → 11/2021
    Swiss Cove Christian Church
    Fruit Cove, FL
  • 12/2021 → 12/2023
    Ronald Sieber
    St Johns, FL
  • 12/2023 → 10/2024
    Ronald Sieber
    Weeki Wachee, FL
  • 10/2024 → Present
    Cga Insurance Llc
    Weeki Wachee, FL
  • 06/2025 → Present
    Phoenix, FL
Other Businesses

CGA INSURANCE LLC; INVESTMENT RELATED; 12168 HARRIS HAWK RD, WEEKI WACHEE, FL 34614; HEALTH/LIFE INSURANCE; OWNER; SELL INSURANCE PRODUCTS AND MAINTAIN RELATIONSHIPS WITH ALL CLIENTS; STARTED: 10/2024; SPENDS 80-170 HOURS PER MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-28
  • S65 Uniform Investment Adviser Law Examination
    2025-04-28
Other Names
  • Ron Sieber
  • Ronald Sieber

View on SEC IAPD

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