Michael P Schessler

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

• 04/2014 → 09/2018
  Ohio National Financial Services
  Cincinnati, OH
• 05/2014 → 09/2018
  Ohio National Equities Inc.
  Cincinnati, OH
• 06/2019 → 04/2020
  Stancorp Equities, Inc.
  Schaumburg, IL
• 10/2018 → 06/2019
  Farmer & Betts
  Chicago, IL
• 06/2020 → 12/2021
  Ameritas Investment Company, Llc
  Lincoln, NE
• 06/2020 → 12/2021
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 06/2020 → 12/2021
  Lake Michigan Benefit
  Naperville, IL
• 05/2020 → 11/2021
  Dignity Group
  Naperville, IL
• 01/2021 → 11/2021
  Get Beyond
  Chicago, IL
• 11/2021 → 12/2021
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 01/2022 → 08/2025
  First Advisors National, Llc
  Atlanta, GA
• 12/2021 → 11/2022
  Fedex Corporation
  Chicago, IL
• 09/2025 → Present
  Foundations Investment Advisors Llc
  Phoenix, AZ
• 11/2022 → 01/2025
  The Retirement Advantage
  Appleton, WI

Previous Registrations

• 2022-01-06 → 2025-08-29
  First Advisors National, Llc
  Chicago, IL
  Union City, NJ
• 2021-11-01 → 2021-12-22
  Ameritas Advisory Services, Llc
  Naperville, IL
• 2020-12-01 → 2021-11-01
  Ameritas Investment Company, Llc
  Lincoln, NE
  Lockport, IL

Other Businesses

SUSTAINABLE RETIREMENT SOLUTIONS; INVESTMENT RELATED; 415 32ND ST, SUITE 406, UNION CITY, NJ 07087; INSURANCE AND INVESTMENT RELATED PRACTICE; FOUNDER; INSURANCE RELATED PRODUCT SALES; STARTED:09/2025; 40-60 HOURS PER WEEK

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-06
• S63 Uniform Securities Agent State Law Examination
  2010-11-30

Other Names

• Michael Peter Schessler