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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2026-02-27 |
Branch Locations
10928 Eagle River Rd Suite 124, Eagle River, AK 99577 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dak Financial | Merrimack | NH | 10/1993 | Present |
| Foundations Investment Advisors, Llc | Eagle Rock | AK | 08/2025 | Present |
| Frontier Wealth Management, Llc | Eagle River | AK | 07/2026 | Present |
1) DAK FINANCIAL GROUP; INVESTMENT RELATED; 328 DANIEL WEBSTER HWY. MEREDITH, NH 03253; INDEPENDENT INSURANCE SALES; STARTED: 10/1993; PRESIDENT/OWNER; 160 HRS/MONTH DEVOTED TO OTHER BUSINESS; 160 HRS/MONTH DEVOTED TO OTHER BUSINESS; ASSIST CLIENTS WITH THEIR INSURANCE NEEDS. 2) FRONTIER WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 10928 EAGLE RIVER RD, SUITE 124, EAGLE RIVER , AK 99577; INSURANCE SALES;DIRECTOR/INSURANCE AGENT; STARTED: 07/2026; 160 HRS/MONTH DEVOTED TO OTHER BUSINESS; 160 HRS/MONTH DEVOTED TO OTHER BUSINESS; ASSIST CLIENTS WITH THEIR INSURANCE NEEDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-03 |
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