Nathan Faldmo
Investment adviser representative at Foundations Investment Advisors LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$10.1BFirm assets
Are you Nathan Faldmo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Foundations Investment Advisors, LLCFeb 2024 to now
- Fullerton FinancialSep 2021 to Jan 2024
- Kingdom Financial Group LLCSep 2021 to Jan 2024
- Heritage Financial PartnersJun 2020 to Sep 2021
- Purshe Kaplan Sterling InvestmentsJan 2015 to May 2020
- Stableford Capital, LLCNov 2014 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5476212
- Firm CRD
- 175083