Fred Todd Schwendiman
Investment adviser representative at Foundations Investment Advisors LLC
26 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
26 years in the industry.
- Foundations Investment Advisors LLCDec 2025 to now
- Heritage Wealth ManagementJan 2000 to now
- Ae Wealth Management, LLCMar 2023 to Dec 2025
- Foundations Investment Advisors, LLCJan 2022 to Mar 2023
- Brookstone Capital ManagementDec 2015 to Dec 2021
- Schwendiman & Company, Inc. dba of Heritage Solutions GroupJan 2000 to Sep 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6271714
- Firm CRD
- 175083