Michael P Schessler
Investment adviser representative at Foundations Investment Advisors LLC
12 yearsExperience
1 stateRegistered in
$10.1BFirm assets
11 yearsFirm in business
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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 LLCSep 2025 to now
- The Retirement AdvantageNov 2022 to Jan 2025
- First Advisors National, LLCJan 2022 to Aug 2025
- Fedex CorporationDec 2021 to Nov 2022
- Ameritas Advisory Services, LLCNov 2021 to Dec 2021
- Get BeyondJan 2021 to Nov 2021
- Ameritas Investment Company, LLCJun 2020 to Dec 2021
- Ameritas Life Insurance Corp.Jun 2020 to Dec 2021
- Lake Michigan BenefitJun 2020 to Dec 2021
- Dignity GroupMay 2020 to Nov 2021
- Stancorp Equities, Inc.Jun 2019 to Apr 2020
- Farmer & BettsOct 2018 to Jun 2019
- Ohio National Equities Inc.May 2014 to Sep 2018
- Ohio National Financial ServicesApr 2014 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 5813921
- Firm CRD
- 175083