linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Josiah James Fricke

Foundations Investment Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Josiah? Claim Your Profile

About Josiah James Fricke

Josiah James Fricke is a financial advisor with Foundations Investment Advisors LLC. Josiah has been in the financial services industry since 2007. Josiah's primary office location is in Phoenix, Arizona. Josiah is licensed to provide financial advice in Missouri and Arkansas. Josiah has Series 6, 7, 63 and 65 licenses.

Firm Information

Josiah Fricke 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Josiah Fricke’s Registration & Firm History

AZ

02/21/2019 - Present

Foundations Investment Advisors LLC (PHOENIX AZ)

IA

03/27/2009 - 11/09/2010

MML INVESTORS SERVICES, INC. (WEST DES MOINES IA)

IA

02/09/2007 - 03/16/2009

WADDELL & REED, INC. (W. DES MOINES IA)

Not sure if Josiah James Fricke is right for you?

Licenses & Designations

IA

Issued 02/09/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/24/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2008

Series 7 - General Securities Representative Examination

BC

Issued 02/08/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Josiah James Fricke.
Not sure if Josiah James Fricke is right for you?