Dallin Todd Schwendiman
Investment adviser representative at Foundations Investment Advisors LLC
10 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
10 years in the industry.
- Foundations Investment Advisors LLCDec 2025 to now
- Heritage Wealth ManagementApr 2021 to now
- Ae Wealth Management, LLCMar 2023 to Dec 2025
- Foundations Investment Advisors, LLCMar 2022 to Mar 2023
- D2d ExpertsNov 2020 to Apr 2021
- Heritage Wealth ManagementSep 2018 to Nov 2020
- Vivent Smart HomeApr 2018 to Sep 2018
- Heritage Wealth ManagementSep 2016 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7520016
- Firm CRD
- 175083