Unclaimed Profile

Andrew John Killen

FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC·VALLEY STREAM, New York

Series 65Clean record11 years registeredFOUNDATION RETIREMENT PLAN CONSULTANTS, LLC

27 E. MERRICK RD., VALLEY STREAM, NY 11580CRD# 6360797Firm CRD# 170416

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew John Killen · VALLEY STREAM, NY

Registration

CRD #6360797 · FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC

ROUNDANGLE ADVISORS LLC

Jul 2017 – Apr 2018

Valley Stream, NY

FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC

Oct 2014 – May 2016

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 21, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC

CRD 170416 · SEC 801-107746

AUM

$85M

Regulatory assets under management

Employees

68 client accounts

Services offered by FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC

Per Form ADV

Publication of periodicals/newsletters

View all advisors at FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew John Killen offer?

Andrew John Killen specializes in Fee-Only Advisory.

What are Andrew John Killen's credentials?

Andrew John Killen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew John Killen located?

Andrew John Killen is based in VALLEY STREAM, New York, last registered with FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC.

How does Andrew John Killen charge for services?

Andrew John Killen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC?

FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC has approximately 6 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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