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Daniel Alan Lewis

Daniel A. Lewis

FIRM FOUNDATION WEALTH MANAGEMENT
Caldwell, ID 83605
Some features on this profile are disabled
CRD#: 6014257
Daniel Alan Lewis

Professional summary

Daniel Alan Lewis, CFP® is a registered financial advisor currently at FIRM FOUNDATION WEALTH MANAGEMENT, LLC located in Caldwell, Idaho.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Daniel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Alan Lewis's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

December 11, 2018 - Present

FIRM FOUNDATION WEALTH MANAGEMENT, LLC

Office #1: 107 S. Kimball Ave Suite 235, Caldwell, ID 83605
RIA
CRD#: 298761
Caldwell, ID
Past

May 8, 2015 - December 12, 2018

TRADEWINDS CAPITAL MANAGEMENT, LLC

RIA
CRD#: 145934
SHORELINE, WA
Past

May 7, 2012 - May 13, 2015

EDWARD JONES

RIA
CRD#: 250
BOTHELL, WA
Past

February 23, 2012 - May 13, 2015

EDWARD JONES

BD
CRD#: 250
BOTHELL, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Idaho
(4/8/2021)
IAR
Texas
(6/23/2020)
IAR
Washington
(12/11/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/8/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/13/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/22/2012
General Securities Representative Examination

Current Firm

FF
FIRM FOUNDATION WEALTH MANAGEMENT, LLC
FIRM FOUNDATION WEALTH MANAGEMENT, LLC | JOURNEY FINANCIAL SERVICES, LLC

CRD#: 298761 / SEC#:

Idaho
Registered Investment Advisory firm - (4/8/2021 Approved)
Texas
Registered Investment Advisory firm - (6/22/2020 Conditional Restricted)
Washington
Registered Investment Advisory firm - (12/11/2018 Approved)
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Contact information

Main Address
107 S. Kimball Ave Suite 235, Caldwell, ID 83605
Mailing Address
Phone number
(425) 749-4099
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts542
AUM (Assets Under Management)$ 62,273,181

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIRM FOUNDATION WEALTH MANAGEMENT, LLC

CRD#: 298761Caldwell, ID 83605

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