Emily Diane Arnold

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 06/2020
  Massmutual Life Insurance Company
  Littleton, CO
• 01/2013 → 06/2020
  Mml Investors Services Llc
  Littleton, CO
• 06/2020 → 09/2022
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 09/2022 → 09/2024
  Buck Wealth Strategies
  Denver, CO
• 09/2022 → 09/2024
  Madison Avenue Securities
  San Diego, CA
• 09/2022 → 09/2024
  E.A Buck Insurance Dba Buck Financial Services
  Denver, CO
• 01/2024 → 08/2024
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2024 → 09/2024
  Ltcpro, Llc Dba Federal Benefits Made Simple
  Lakewood, CO
• 10/2024 → Present
  Foundations Investment Advisors, Llc
  Denver, CO
• 09/2024 → Present
  Jameson Financial Solutions
  Trinity, FL

Previous Registrations

• 2022-09-26 → 2024-09-16
  Buck Wealth Strategies, Llc
  Denver, CO
• 2024-01-29 → 2024-08-02
  Ae Wealth Management, Llc
  Topeka, KS
  Denver, CO
• 2020-06-02 → 2022-10-05
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Centennial, CO
• 2013-02-12 → 2020-06-04
  Mml Investors Services, Llc
  Denver, CO
  Denver, CO
  Littleton, CO
• 2009-04-29 → 2013-02-04
  Waddell & Reed
  Las Vegas, NV

Other Businesses

1) JAMESON FINANCIAL SOLUTIONS; INVESTMENT RELATED; 3152 LITTLE ROAD, SUITE 144 TRINITY, FL 34655; INSURANCE SALES; RETIREMENT COACH; START DATE: 09/2024; 80 HRS DEVOTED TO OTHER BUSINESS; 80 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HRS. ASSISTS CLIENTS WITH RETIREMENT,INSURANCE AND ANNUITY OPTIONS. 2) RENTAL PROPERTY; INVESTMENT RELATED; 2233 KEARNEY ST UNIT 19 DENVER, CO 80207; PROPERTY RENTAL; OWNER; START DATE: 07/31/2026; 3 HRS/MONTH DEVOTED TO OTHER BUSINESS; 0 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HRS. RENTS OUT PROPERTY AND HANDLES UPKEEP OF PROPERTY.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-28

Other Names

• Emily Arnold Dominguez
• Emily Arnold
• Emily Diane Patton
• Emily Diane Arnold Dominguez
• Emily Arnold-Dominguez
• Emily Diane Arnold-Dominguez