Foster Group, Inc.

Foster Group, Inc. (CRD# 107148) is a financial advisory firm headquartered in West Des Moines, IA. They manage $2,040,982,642 in 3,697 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,041
    MILLION
  • Total Number of Accounts
    3,697
    ACCOUNTS
  • Average Account Value
    $552,065
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Foster Group, Inc.
Showing 1 - 10 of 27 top financial advisors.
1
Matthew J. Abels
CRD#: 4539689
6601 Westown Parkway, Suite 100, West Des Moines, IA 50266
96
Wealthminder
score

Matthew Abels (CRD# 4539689) is an Investment Advisor Representative working at Foster Group, Inc. in West Des Moines, IA and has over 15 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.

2
Caleb J. Brown
CRD#: 4661578
6601 Westown Parkway, Suite 100, West Des Moines, IA 50266
96
Wealthminder
score

Caleb Brown (CRD# 4661578) is an Investment Advisor Representative working at Foster Group, Inc. in West Des Moines, IA and has over 10 years of experience in the finance industry. Caleb Brown 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.

3
Jonathan M. Evans
CRD#: 5301061
6601 Westown Parkway, Suite 100, West Des Moines, IA 50266
96
Wealthminder
score

Jonathan Evans (CRD# 5301061) is an Investment Advisor Representative working at Foster Group, Inc. in West Des Moines, IA and has over 10 years of experience in the finance industry. Jonathan Evans 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.

4
Edward W. Green
CRD#: 1739890
6601 Westown Parkway, Suite 100, West Des Moines, IA 50266
96
Wealthminder
score

Edward Green (CRD# 1739890) is an Investment Advisor Representative working at Foster Group, Inc. in West Des Moines, IA and has over 20 years of experience in the finance industry. Edward Green 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.

5
Marcus L. Iwig
CRD#: 5970449
6601 Westown Parkway, Suite 100, West Des Moines, IA 50266
96
Wealthminder
score

Marcus Iwig (CRD# 5970449) is an Investment Advisor Representative working at Foster Group, Inc. in West Des Moines, IA and has over 6 years of experience in the finance industry. Marcus Iwig 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.

6
Kent A. Kramer
CRD#: 1309856
6601 Westown Parkway, Suite 100, West Des Moines, IA 50266
96
Wealthminder
score

Kent Kramer (CRD# 1309856) is an Investment Advisor Representative working at Foster Group, Inc. in West Des Moines, IA and has over 20 years of experience in the finance industry. Kent Kramer 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.

7
Philip M. Kruzan
CRD#: 1531302
6601 Westown Parkway, Suite 100, West Des Moines, IA 50266
96
Wealthminder
score

Philip Kruzan (CRD# 1531302) is an Investment Advisor Representative working at Foster Group, Inc. in West Des Moines, IA and has over 31 years of experience in the finance industry. Philip Kruzan 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.

8
Matthew D. Moklestad
CRD#: 5790180
6601 Westown Parkway, Suite 100, West Des Moines, IA 50266
96
Wealthminder
score

Matthew Moklestad (CRD# 5790180) is an Investment Advisor Representative working at Foster Group, Inc. in West Des Moines, IA and has over 5 years of experience in the finance industry. Matthew Moklestad 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.

9
Walter P. Mozdzer
CRD#: 2795658
6601 Westown Parkway, Suite 100, West Des Moines, IA 50266
96
Wealthminder
score

Walter Mozdzer (CRD# 2795658) is an Investment Advisor Representative working at Foster Group, Inc. in West Des Moines, IA and has over 21 years of experience in the finance industry. Walter Mozdzer 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.

10
Ross B. Polking
CRD#: 5390044
6601 Westown Parkway, Suite 100, West Des Moines, IA 50266
96
Wealthminder
score

Ross Polking (CRD# 5390044) is an Investment Advisor Representative working at Foster Group, Inc. in West Des Moines, IA and has over 10 years of experience in the finance industry. Ross Polking 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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