Whitni Nicole Barnes
Investment adviser representative at Foundations Investment Advisors LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Foundations Investment Advisors, LLCJun 2026 to now
- Tierra Antigua RealtyNov 2020 to now
- Devil's KitchenOct 2025 to Apr 2026
- Pinnacle Glass CompanyApr 2025 to Aug 2025
- City of Grand JunctionAug 2024 to Apr 2025
- Cafe RokaJan 2024 to Aug 2024
- Maverick Beverage ArizonaApr 2023 to Aug 2024
- Reilly Craft Pizza and DrinkAug 2021 to Apr 2023
- Arizona Department of Child SafetyDec 2018 to Nov 2020
- Palo Verde Behavioral HealthNov 2015 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8304288
- Firm CRD
- 175083