Trent Patrick Martin

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

Authority	Category	Status	Date
WI	RA	APPROVED	2025-10-22
IL	RA	APPROVED	2025-07-19

WI RA
APPROVED

Since 2025-10-22
IL RA
APPROVED

Since 2025-07-19

Branch Locations

13200 Globe Dr. Suite #112, Mount Pleasant, WI 53177 • United States

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

200 Tristate International Ste 500, Lincolnshire, IL 60069 • 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

Organization	City	State	From	To
United Advisors	Buffalo Grove	IL	12/2013	07/2019
Magellan Financial	Topeka	KS	07/2019	07/2022
Foundations Investment Advisors Llc	Phoenix	AZ	07/2025	Present
Thrive Wealth Group	Lincolnshire	IL	07/2022	Present

12/2013 → 07/2019

United Advisors

Buffalo Grove, IL
07/2019 → 07/2022

Magellan Financial

Topeka, KS
07/2025 → Present

Foundations Investment Advisors Llc

Phoenix, AZ
07/2022 → Present

Thrive Wealth Group

Lincolnshire, IL

Other Businesses

THRIVE WEALTH GROUP; INVESTMENT RELATED; 200 TRISTATE INTERNATIONAL, STE 500, LINCOLNSHIRE IL 60069; FIRM OFFERS LIFE INSURANCE AND ANNUITIES; FINANCIAL PROFESSIONAL; STARTED:07/2022; DEVOTES 40+ HOURS A WEEK

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-19

S65 Uniform Investment Adviser Law Examination

2025-07-19

View on SEC IAPD