Philip Christian Bru

Current Employers

Foundations Investment Advisors Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-08

CA RA
APPROVED

Since 2025-01-08

Branch Locations

5300 Douglas Blvd Suite 150, Roseville, CA 95661 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Abram Interstate Insurance Company	Rocklin	CA	05/2016	12/2016
Mutual Of Omaha	Gold River	CA	01/2017	04/2017
Sacramento State University	Sacramento	CA	05/2013	12/2016
Mutual Of Omaha Investor Services	Gold River	CA	04/2017	08/2018
Mutual Of Omaha Insurance Company	Gold River	CA	04/2017	08/2018
Foundations Investment Advisors Llc	Scottsdale	AZ	02/2019	Present
Capitol Planning Group	Sacramento	CA	08/2018	Present

05/2016 → 12/2016

Abram Interstate Insurance Company

Rocklin, CA
01/2017 → 04/2017

Mutual Of Omaha

Gold River, CA
05/2013 → 12/2016

Sacramento State University

Sacramento, CA
04/2017 → 08/2018

Mutual Of Omaha Investor Services

Gold River, CA
04/2017 → 08/2018

Mutual Of Omaha Insurance Company

Gold River, CA
02/2019 → Present

Foundations Investment Advisors Llc

Scottsdale, AZ
08/2018 → Present

Capitol Planning Group

Sacramento, CA

Previous Registrations

2017-05-20 → 2018-08-28

Mutual Of Omaha Investor Services, Inc.

Pleasant Hill, CA

Sacramento, CA

Other Businesses

Insurance Agent - Start Date: 05/2017 - Non-investment Related - Insurance lines of business: life and health - Hours/per week during trading hours: 20

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-05-19

S65 Uniform Investment Adviser Law Examination

2017-05-19

View on SEC IAPD