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Walter Philip Mozdzer

Foster Group, Inc.

West Des Moines, IA

CRD 2795658

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Employer firm

Foster Group, Inc. CRD 107148

$4.78B regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Foster Group, Inc.

6601 Westown Parkway Suite 100, West Des Moines, IA 50266 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2018-02-19
  • IA RA
    APPROVED
    Since 2018-02-19

Branch Locations

6601 Westown Parkway Suite 100, West Des Moines, IA 50266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Syverson Strege & Company West Des Moines IA 09/1999 02/2018
Foster Group Inc West Des Moines IA 01/2021 Present
Foster Group, Inc. West Des Moines IA 03/2018 12/2020
  • 09/1999 → 02/2018
    Syverson Strege & Company
    West Des Moines, IA
  • 01/2021 → Present
    Foster Group Inc
    West Des Moines, IA
  • 03/2018 → 12/2020
    Foster Group, Inc.
    West Des Moines, IA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-10-15
  • S63 Uniform Securities Agent State Law Examination
    1996-10-15
Designations
  • Certified Financial Planner
Other Names
  • Walt Philip Mozdzer

View on SEC IAPD

Nearby Firms

PRINCIPAL SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
KSA PARTNERS, LLC

Nearby Investors

DANIEL ALEXANDER ALLEN
JENNIE JEAN HENRY
PATRICK JOSEPH BYRNE

Nearby Offices

PRINCIPAL SECURITIES, INC. · West Des Moines, IA
COMMONWEALTH FINANCIAL NETWORK · West Des Moines, IA
PRINCIPAL SECURITIES, INC. · WEST DES MOINES, IA

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