DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner10 years in industry

Nathan Lehnerz

Advisor at FOUNDATIONS INVESTMENT ADVISORS LLC

THORNTON, CO | PHOENIX, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ba862aa5-2c7b-98f9-074e-f1925b71aafe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Dec 9, 2021 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FOUNDATIONS INVESTMENT ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 4, 2021
First registration: Dec 9, 2021
Dual registered: no
Other names: Nathan Daniel Lehnerz|Nate Daniel Lehnerz
IAPD individual key: 7145837

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOUNDATIONS INVESTMENT ADVISORS LLC	Independent wealth	Feb 2, 2026	n/a	yes	PHOENIX, AZ\|THORNTON, CO	Current employment
BAM WEALTH MANAGEMENT LLC	Independent wealth	Apr 23, 2025	Dec 9, 2025	no	LAKEWOOD, CO	Previous registration
CREATIVEONE WEALTH, LLC	Independent wealth	May 7, 2024	Sep 23, 2025	no	Lakewood, CO\|OVERLAND PARK, KS	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jul 18, 2022	Apr 16, 2024	no	DENVER, CO	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Dec 9, 2021	Apr 11, 2022	no	LAKEWOOD, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BAM WEALTH MANAGEMENT LLC	FOUNDATIONS INVESTMENT ADVISORS LLC	Dec 9, 2025	Feb 2, 2026	55	Firm change	RIA to RIA
CREATIVEONE WEALTH, LLC	BAM WEALTH MANAGEMENT LLC	Sep 23, 2025	Apr 23, 2025	-153	Firm change after gap	RIA to new firm
MML INVESTORS SERVICES, LLC	CREATIVEONE WEALTH, LLC	Apr 16, 2024	May 7, 2024	21	Firm change	Ibd to RIA
EQUITABLE ADVISORS, LLC	MML INVESTORS SERVICES, LLC	Apr 11, 2022	Jul 18, 2022	98	Firm change	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
281213:330237:KS:2025-09-23	Sep 23, 2025	Apr 23, 2025	OVERLAND PARK, KS	Firm change after gap

Relationships

Registered with (5)

→ FOUNDATIONS INVESTMENT ADVISORS LLCRegistered adviserregistration: current employment
Feb 2, 2026 to presentfactForm ADV
→ BAM WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Apr 23, 2025 to Dec 9, 2025factForm ADV
→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: previous registration
May 7, 2024 to Sep 23, 2025factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jul 18, 2022 to Apr 16, 2024factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 9, 2021 to Apr 11, 2022factForm ADV

Dated events

Occurred
Dec 9, 2025
Advisor changed firm
Nathan Lehnerz left Bam Wealth Management Llc for Foundations Investment Advisors Llc (registered 2026-02-02)
Form ADVobserved 4 days ago
Occurred
Sep 23, 2025
Advisor changed firm
Nathan Lehnerz left Creativeone Wealth, Llc for Bam Wealth Management Llc (registered 2025-04-23)
Form ADVobserved 4 days ago
Occurred
Apr 16, 2024
Advisor changed firm
Nathan Lehnerz left Mml Investors Services, Llc for Creativeone Wealth, Llc (registered 2024-05-07)
Form ADVobserved 4 days ago
Occurred
Apr 11, 2022
Advisor changed firm
Nathan Lehnerz left Equitable Advisors, Llc for Mml Investors Services, Llc (registered 2022-07-18)
Form ADVobserved 4 days ago