Foundations Investment Advisors LLC
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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
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Foundations Investment Advisors LLC Brokerage Details
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.*
Foundations Investment Advisors LLC
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
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