Brent Foster, financial advisor Indianapolis IN

Brent Foster

CRD Number: 5054998
Current Firm: Northbound Wealth

Brent Foster (CRD# 5054998) is an Investment Advisor Representative working at Northbound Wealth in Indianapolis, IN and has over 15 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Foster & Friends, LLC Indianapolis, IN Jul 2021 - Current 2
Northbound Wealth Management LLC Westfield, IN Mar 2020 - Current 4
Northbound Stories, LLC Westfield, IN Oct 2019 - Current 4
Indy Podlab LLC Indianapolis, IN May 2023 - Mar 2024 < 1
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Brent M. Foster
Phone Number: 317-399-1107
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $176,272
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

IN

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