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Adam Robert Freund

Foundations Investment Advisors LLC

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About Adam Robert Freund

Adam Freund is a financial advisor with Foundations Investment Advisors LLC. Adam is a licensed Investment Advisor Representative in Michigan. Adam has been in the securities industry since December 2009. Adam has experience with the Series 66, SIE, and Series 7 exams and has a background in insurance sales. Adam is currently registered with the state of Michigan. Adam has worked at Citizens Investment Services, Fusion Capital Management, Gradient Advisors LLC, and Main Financial Group. Adam provides financial planning, educational seminars, and selection of other advisers services to individuals and businesses. Adam also provides portfolio management for individuals.

Firm Information

Adam Freund is currently registered with Foundations Investment Advisors LLC. Foundations Investment Advisors LLC is an investment advisory firm located in Phoenix, AZ. With over $6.7 billion in regulatory assets under management, the firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm is registered with the SEC and has a team of 187 licensed agents and investment advisor representatives.
Foundations Investment Advisors LLC

4050 E. COTTON CENTER BLVD.

PHOENIX, AZ 85040

$6.71B

Assets Under Management

Not reported

Total Clients

203

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Freund’s Registration & Firm History

AZ

05/03/2024 - Present

Foundations Investment Advisors LLC (PHOENIX AZ)

MI

07/26/2011 - 06/06/2017

CITIZENS SECURITIES, INC. (NOVI MI)

MI

12/02/2009 - 07/14/2011

EDWARD JONES (NOVI MI)

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Licenses & Designations

BOTH

Issued 12/11/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Adam Robert Freund. Review regulatory record here.
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