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Foundations Investment Advisors LLC CRD 175083
$10.1B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| WI | RA | APPROVED | 2022-11-04 |
| IL | RA | APPROVED | 2022-10-31 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
200 Tri State Suite 500, Licolnshire, IL 60069 • United States
13200 Globe Dr Suite 112, Mount Pleasant, WI 53177 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors Llc | Lincolnshire | IL | 10/2022 | Present |
| Heizer Financial Group, Inc. | Gurnee | IL | 03/2008 | 06/2022 |
| Thrive Wealth Group, Inc. | Lincolnshire | IL | 06/2022 | Present |
03/12/2008 - Thrive Wealth Group (fka Heizer Financial Group, Inc.) - Principal and Owner - Insurance /Retirement Planning Services; 200 Tri State, Suite 500 Lincolnshire, IL 60069.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-29 |
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