RIA Intel›Advisers›Nebraska›FOUNDATIONS FINANCIAL GROUP EXECUTIVE SOLUTIONS, INC.

FOUNDATIONS FINANCIAL GROUP EXECUTIVE SOLUTIONS, INC.

Advisory

OMAHA, NE

Data as of Feb 12, 2026 · Source: SEC Form ADV

Average account
$732K
across 25 accounts
AUM per adviser
$18M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM
$18M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$18M
Discretionary AUM$18M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIA, NE
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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