Matthew Abels, financial advisor West Des Moines IA
96 score

Matthew Abels

CRD Number: 4539689
Current Firm: Foster Group, Inc.

Matthew Abels (CRD# 4539689) is an Investment Advisor Representative working at Foster Group, Inc. in West Des Moines, IA and has over 14 years of experience in the finance industry. Matthew Abels has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Foster Group, Inc. West Des Moines, IA Aug 2013 - Current 3
Abels Financial Services Forest City, IA May 2008 - Aug 2013 5
Packerland Brokerge Services, Inc. Green Bay, WI May 2008 - Aug 2013 5
Principal Financial Group Des Moines, IA Feb 2003 - May 2008 5
Princor Financial Services Des Moines, IA Feb 2003 - May 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Matthew J. Abels
Phone Number: 515-226-9000
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    1,562
    MILLIONS
  • Total Number of Accounts
    3,255
    ACCOUNTS
  • Average Account Value
    $479,883
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
Types of Clients
Registered States

AZ, CA, FL, IA, IL, MI, MN, MO, NC, ND, NE, NV, NY, OH, OK, SD, TX, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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