Brent FosterCRD Number: 5054998
Current Firm: Northbound Wealth Management LLC
Brent Foster (CRD# 5054998) is an Investment Advisor Representative working at Northbound Wealth Management LLC in Indianapolis, IN and has over 12 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Northbound Property Group LLC||Indianapolis, IN||Oct 2021 - Current||< 1|
|Foster & Friends, LLC||Indianapolis, IN||Jul 2021 - Current||< 1|
|Northbound Wealth Management LLC||Westfield, IN||Mar 2020 - Current||1|
|Northbound Stories, LLC||Westfield, IN||Oct 2019 - Current||2|
|Dove Asset Partners, LLC||Westfield, IN||Jun 2020 - Jun 2021||1|
|Indie Asset Partners, LLC||Indianapolis, IN||Apr 2017 - Oct 2020||3|
|J.p. Morgan Securities LLC||Westfield, IN||Oct 2012 - Apr 2017||4|
|Jpmorgan Chase Bank||Carmel, IN||Oct 2009 - Apr 2017||7|
|Fostering Champions||Whitestown, IN||Jul 2008 - Jun 2014||5|
|Chase Investment Services Corp||Carmel, IN||Oct 2009 - Oct 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management22MILLIONS
Total Number of Accounts158ACCOUNTS
Average Account Value$141,312
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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