Adam Freund (CRD# 5726306) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Brighton, MI and has over 14 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors, LLC | Brighton, MI | May 2024 - Current | < 1 |
| Main Financial Group | Brighton, MI | Jun 2017 - Current | 6 |
| Gradient Advisors LLC | Arden Hills, MN | Oct 2019 - May 2024 | 4 |
| Fusion Capital Management | Coppell, TX | May 2018 - Oct 2019 | 1 |
| Ae Wealth Management, LLC | Topeka, KS | Jun 2017 - Jul 2018 | 1 |
| Citizens Investment Services | Waterford, MI | Jul 2011 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management5,442MILLIONS
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
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