Brandon Michael Wilson
Investment adviser representative at Foundations Investment Advisors LLC
16 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$10.1BFirm assets
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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
16 years in the industry.
- Foundations Investment Advisors, LLCApr 2025 to now
- Fidelity InvestmentsJan 2023 to Mar 2025
- Northwestern Mutual Wealth Management CompanyMar 2021 to Dec 2022
- Northwestern Mutual Life Insurance CompanyJun 2020 to Apr 2021
- Northwestern Mutual Investment Services LLCMay 2020 to Aug 2020
- 7 11Jan 2020 to Jul 2020
- Great Wolf LodgeMar 2018 to Jan 2020
- Ruffalo Noel LevitsAug 2017 to Jan 2018
- StudentJan 2010 to Aug 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7252894
- Firm CRD
- 175083