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Taylor James Sundeen

Foundations Investment Advisors LLC

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About Taylor James Sundeen

Taylor James Sundeen is a financial advisor with Foundations Investment Advisors LLC. Taylor has been in the industry since 2006 and has a strong track record of success in helping clients achieve their financial goals. Taylor specializes in financial planning, portfolio management for individuals, and the selection of other advisors. Taylor is also a Certified Financial Planner. Prior to joining Foundations Investment Advisors LLC, Taylor worked for Raymond James Financial Services, Inc. and Questar Capital Corporation.

Firm Information

Taylor Sundeen 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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Taylor Sundeen’s Registration & Firm History

AZ

12/15/2020 - Present

Foundations Investment Advisors LLC (PHOENIX AZ)

MN

10/26/2015 - 03/23/2016

RAYMOND JAMES FINANCIAL SERVICES, INC. (COON RAPIDS MN)

MN

05/09/2014 - 11/05/2015

QUESTAR CAPITAL CORPORATION (PLYMOUTH MN)

MN

06/04/2008 - 06/11/2012

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

07/14/2006 - 06/04/2008

AMERIPRISE FINANCIAL SERVICES, INC. (NEW BRIGHTON MN)

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Licenses & Designations

BOTH

Issued 08/01/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/23/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Taylor James Sundeen.
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