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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-19 |
| TX | RA | APPROVED_RES | 2026-02-09 |
Branch Locations
6860 South Yosemite Court Suite 1370, Centennial, CO 80112 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Financial Planning Llc | Centennial | CO | 09/2005 | Present |
| Foundations Investment Advisors Llc | Phoenix | AZ | 02/2026 | Present |
(1) LARRY LARSEN EAGLE EDUCATION SYSTEMS YES,P.O.BOX 261516,HIGHLANDS RANCH, CO 80163,TEACHER/AUTHOR,CURRENTLY PERFORMING,2HRS PER.MO.WEEKENDS, TEACHING 1 CALSS PER QUARTER FOR CONTINUING EDUCATION CLASSES FOR INSURANCE. COLLEGE FUNDING STRATEGIES LLC EDUCATIONAL WORKSHOPS TO ASSIST PARENTS WITH THE COMPLEX FINANCIAL AID SYSTEM. OWNER. 1990. 4 HOURS PER MONTH. PUBLIC SERVICE WORKSHOPS TO EDUCATE PARENTS OF HIGH SCHOOL STUDENTS ON THE FINANCIAL AID SYSTEM TO HELP THEM WITH THE HIGH COST OF COLLEGE. (2) EAGLE FINANCIAL PLANNING LLC; INVESTMENT RELATED; 6860 S YOSEMITE COURT, SUITE 1370; CENTENNAL, CO 80112; INSURANCE SALES; ASSIST CLIENTS WITH INSURANCE NEEDS; STARTED: 09/2005. 25 HOURS SPENT A MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-10 |
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