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Advisor at CONTINUUM WEALTH ADVISORS, LLC
SARATOGA SPRINGS, NY | Minnetonka, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CONTINUUM WEALTH ADVISORS, LLC | Independent wealth | Jan 27, 2026 | n/a | yes | SARATOGA SPRINGS, NY|Minnetonka, MN | Current employment |
| Modelist | State registered | Nov 27, 2024 | Jul 29, 2025 | no | EXCELSIOR, MN | Previous registration |
| FIAT WEALTH MANAGEMENT | Independent wealth | Mar 4, 2022 | Jun 21, 2022 | no | WAYZATA, MN | Previous registration |
| FOUNDATIONS INVESTMENT ADVISORS LLC | Independent wealth | Sep 29, 2020 | Jun 3, 2022 | no | PHOENIX, AZ|WAYZATA, MN | Previous registration |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | Independent wealth | Jun 20, 2019 | Feb 7, 2020 | no | BLOOMINGTON, MN|LA CROSSE, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Modelist | CONTINUUM WEALTH ADVISORS, LLC | Jul 29, 2025 | Jan 27, 2026 | 182 | Firm change | Other |
| FIAT WEALTH MANAGEMENT | Modelist | Jun 21, 2022 | Nov 27, 2024 | 890 | Firm change after gap | RIA to state RIA |
| FOUNDATIONS INVESTMENT ADVISORS LLC | FIAT WEALTH MANAGEMENT | Jun 3, 2022 | Mar 4, 2022 | -91 | Firm change after gap | RIA to new firm |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | FOUNDATIONS INVESTMENT ADVISORS LLC | Feb 7, 2020 | Sep 29, 2020 | 235 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 175083:318201:MN:2022-06-03 | Jun 3, 2022 | Mar 4, 2022 | WAYZATA, MN | Firm change after gap |