Michael
Markiewicz
Foundations Investment Advisors LLC
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About this Advisor
Michael Markiewicz is a financial advisor based out of Phoenix, Arizona, with 6 years of industry experience. Markiewicz is on the advisory team at Foundations Investment Advisors LLC. Their career trajectory has included roles at Pfs Investments Inc, Accounting Principals Inc, Primerica Financial Services, Lincoln Investment, Dearborn & Creggs and Foundations Investment Advisors, LLC. Markiewicz holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Indiana and Texas. Foundations Investment Advisors LLC is a financial advisory firm headquartered in Phoenix, AZ. The investment advisory business has offices in 85 locations and a total of 229 financial advisors. It oversees $4 billion in total assets across its 34,273 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves one charitable organizations. Of its 34,273 client accounts, 15% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by Foundations Investment Advisors LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$3,760,076,801
229
34,273
$109,710
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Markiewicz Work History
Michael has been registered as a financial advisor for 6 years.*
Foundations Investment Advisors, LLC
Lincoln Investment
Dearborn & Creggs
Pfs Investments Inc
Accounting Principals Inc
Primerica Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Markiewicz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Foundations Investment Advisors LLC
Wayzata, MN
Phoenix, AZ
Warren, ME
Phoenix, AZ
Plymouth, MA
Phoenix, AZ
Sarasota, FL
Moultonborough, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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