firm profile
Foster Group, Inc.
Overview
Foster Group, Inc. is an SEC registered investment adviser based in West Des Moines, IA, registered since 1991. It reports $4.8B in assets under management across 7,346 accounts, with 93 employees. It has 58 investment adviser representatives.
- Reported AUM
- $4.8B
- Discretionary
- 96%
- Accounts
- 7,346
- Average account
- $65K
- Employees
- 93
- Advisory reps
- 58
- Registered since
- 1991
- Jurisdictions
- 30
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 13
- Gregory John Olsen Chief Executive Officer, Board Member CRD 4787249
- Brenton Lowell Carlson Lead Advisor, Owner CRD 7306876
- Jonathan Michael Evans Lead Advisor - Business Development, Owner CRD 5301061
10 more executive officers, with direct contact details
Advisory reps 3 of 58
- Matthew John Abels Investment Adviser Rep CRD 4539689
- Robert G Annexstad Insurance Agent · Investment Adviser Rep CRD 3159718
- Drew B Beazley Insurance Agent · Investment Adviser Rep CRD 7757085
55 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 6601 Westown Pkwy Ste 100
West Des Moines, IA 50266 - County
- Dallas
- Metro area
- Des Moines-West Des Moines, IA
- Region
- Midwest
Registrations
- SEC registered
- Registered in 30 jurisdictions
- Website: fostergrp.com
Every state, with registration dates
Similar firms near West Des Moines
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