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Keith S
Series 63, Series 65
Denver, CO
Foundations Investment Advisors LLC
Keith Spengel is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Magellan Financial, Advisors Excel, Emoney, Federal Benefits Made Simple, and Edelman Financial Services. Outside of his advisory duties, he is involved in financial education and training for federal employees and hosts television and radio shows focused on financial topics. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, and offers a range of services including tax coordination and sub-advisory arrangements.
Emily A
Series 66
Denver, CO
Foundations Investment Advisors LLC
Emily Arnold is a Series 66 credentialed financial advisor with 17 years of industry experience. She currently works with Foundations Investment Advisors LLC in Denver, CO, and has prior experience at firms including Madison Avenue Securities, Buck Wealth Strategies, and MassMutual Life Insurance Company. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.
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