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Richard W

Series 66

Indianapolis, IN

Foundations Investment Advisors LLC

Richard Williams is a financial advisor at Foundations Investment Advisors LLC with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Madison Avenue Securities, Inc. for 15 years. Williams is also the owner of RDW Financial Group, an insurance sales business that operates alongside his financial planning practice. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers tailored advice using model portfolios and an asymmetric rebalancing approach, employing a mix of fundamental, technical, and cyclical analysis.

ESG / Sustainable investing
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Harley S

Series 66

Indianapolis, IN

Foundations Investment Advisors LLC

Harley Shanklin is a financial advisor at Foundations Investment Advisors LLC with 11 years of industry experience and holds the Series 66 designation. He has worked at RDW Financial Group since 2014 and was previously associated with Madison Avenue Securities, Inc. Shanklin serves as a medic and observer coach trainer in the U.S. Army Reserve and is a finance chair and treasurer on the board of the charitable nonprofit Folds of Honor Indiana. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios and an asymmetric rebalancing approach, and incorporates third-party sub-advisers and custodians in its investment process.

ESG / Sustainable investing
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