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CRD 7665161
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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-30 |
| KS | RA | APPROVED | 2025-01-30 |
| MO | RA | APPROVED | 2025-01-30 |
Branch Locations
100 South Saunders Rd Suite 150, Lake Forest, IL 60045 • United States
7733 Forsyth Blvd Suite 1100, Clayton, MO 63105 • United States
303 N Stadium Blvd Suite 200, Columbia, MO 65203 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
2300 Main Street Ste 900, Kansas City, MO 64108 • United States
801 East Douglas Avenue 2Nd Floor, Regus Center, Wichita, KS 67202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Owens Financial Group, Llc | Lake Forest | IL | 04/2019 | Present |
| Station - M | Lake Forest | IL | 08/2011 | 12/2021 |
| Ae Wealth Management, Llc, | Topeka | KS | 04/2023 | 01/2025 |
| Impact Partnership Wealth, Llc | Kennesaw | GA | 11/2022 | 04/2023 |
| Foundations Investment Advisors | Phoenix | AZ | 01/2025 | Present |
1.) OWENS FINANCIAL GROUP, LLC; YES, INVESTMENT RELATED; 2300 MAIN STREET STE 900 KANSAS CITY, MO 64108; INSURANCE SALES; PRESIDENT; START DATE: 04/2019; 50 HOURS/MONTH DEDICATED TO ACTIVITY; 20 HOURS/MONTH DURING TRADING HOURS.; REVIEWING CLIENTS AND PROSPECTS INSURANCE AND ANNUITY PLANS AND PROPOSING SOLUTIONS AS NEEDED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-28 |
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