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Tyler Melville Jordan-Taylor

Foundations Investment Advisors LLC

Minneapolis, MN

Phoenix, AZ

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Current Employers
Foundations Investment Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-01-12
  • MN RA
    APPROVED
    Since 2026-01-12

Branch Locations

2600 S. Wayzata Blvd, Minneapolis, MN 55405 • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed: 10,000 Lakes Mortgage Protection And Retirement Minneapolis MN 11/2015 10/2018
Self Employed: Husbear Events Inc. Minneapolis MN 02/2019 Present
Self Employed: Advisors Excel Minneapolis MN 10/2018 Present
3956 Vera Cruz Ave N Llc Robbinsdale MN 01/2021 Present
Brookstone Capital Management Wheaton IL 03/2021 07/2024
Foundations Investment Advisors Phoenix AZ 07/2024 Present
Jordan-Taylor Financial Inc. Minneapolis MN 06/2024 Present
  • 11/2015 → 10/2018
    Self Employed: 10,000 Lakes Mortgage Protection And Retirement
    Minneapolis, MN
  • 02/2019 → Present
    Self Employed: Husbear Events Inc.
    Minneapolis, MN
  • 10/2018 → Present
    Self Employed: Advisors Excel
    Minneapolis, MN
  • 01/2021 → Present
    3956 Vera Cruz Ave N Llc
    Robbinsdale, MN
  • 03/2021 → 07/2024
    Brookstone Capital Management
    Wheaton, IL
  • 07/2024 → Present
    Foundations Investment Advisors
    Phoenix, AZ
  • 06/2024 → Present
    Jordan-Taylor Financial Inc.
    Minneapolis, MN
Previous Registrations
Other Businesses

1.) HUSBEAR HOMES LLC; INVESTMENT RELATED, NO; 2600 WAYZATA BLVD. MINNEAPOLIS, MN 55405; RESIDENTIAL RENTALS; OWNER; START DATE: 01/2021; 8 HOURS/MONTH DEDICATED TO ACTIVITY; 0 HOURS/MONTH DURING TRADING HOURS. DUTIES: PURCHASE, RENOVATE, AND THEN RENT SINGLE FAMILY HOMES. 2.) HUSBEAR EVENTS LLC; INVESTMENT RELATED, NO; 16 PARKVIEW TERRACE MINNEAPOLIS, MN 55416; EVENT PLANNING AND DJ SERVICES; OWNER; START DATE: 02/2019; 8 HOURS/MONTH DEDICATED TO ACTIVITY; 0 HOURS/MONTH DURING TRADING HOURS. DUTIES: PLAN A FEW EVENTS (SOME FOR CHARITY, SOME FOR PROFIT) AND PROVIDE DJ SERVICES FOR THE EVENTS. ALSO, WILL PROVIDE DJ SERVICES TO OTHER ORGANIZATIONS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-16
S63 Uniform Securities Agent State Law Examination 2014-06-13
  • S65 Uniform Investment Adviser Law Examination
    2020-12-16
  • S63 Uniform Securities Agent State Law Examination
    2014-06-13
Other Names
  • Tyler Melville Tomsic
  • Tyler Melville Tomsic-Taylor
  • Tyler Melville Jordan-Taylor

View on SEC IAPD

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