Foundations Investment Advisors LLC

Investment Advisor
in Nixa, MO

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About this Advisor

Josiah Fricke is a financial advisor who works out of Nixa, Missouri, who has 4 years of industry experience. Fricke is an advisor for Foundations Investment Advisors LLC. Over the course of their career, they have held roles at Truman & Associates, Mclane Inc, Compass Fiancial and Foundations Investment Advisors LLC. Fricke maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Missouri. Foundations Investment Advisors LLC is a financial advisory company based in Phoenix, AZ. It has offices in 85 locations and a total of 229 people on staff. It manages $4 billion in assets under management across its 34,273 accounts, placing it among the largest firms in the country by assets under management. The firm serves one charitable organizations. Of its 34,273 accounts, 15% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Foundations Investment Advisors LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees billed by Foundations Investment Advisors LLC likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Nixa, MO

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Foundations Investment Advisors LLC Brokerage Details

Total Assets Under Management


MO Average: $1,555,372,352
Total Number of Employees


MO Average: 37
Total Number of Accounts


MO Average: 1,370
Average Account Size


MO Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Josiah Fricke Work History

Josiah has been registered as a financial advisor for 4 years.*

2019 - Present (4 years)

Foundations Investment Advisors LLC

2018 - Present (5 years)

Compass Fiancial

2013 - Present (10 years)

Mclane Inc

2012 - 2014 (2 years)

Truman & Associates

*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.


Please visit the SEC profile of Josiah Fricke 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

Alin Lozada
Sarasota, FL
Thomas Fadden
Plymouth, MA
Murray Titterington
Phoenix, AZ
Andrew Harmon
Phoenix, AZ
Susan Mcbournie
Moultonborough, NH
Andrew Williams
Warren, ME
Jacqueline Fursman
Wayzata, MN
Brittany Hagy
Phoenix, AZ

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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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