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Kate P Juelfs

Foster Group, Inc.

West Des Moines, IA

CRD 5254476

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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 2011-02-17
  • IA RA
    APPROVED
    Since 2011-02-17

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
Foster Group, Inc. West Des Moines IA 12/2013 12/2016
Foster Group, Inc. West Des Moines IA 01/2017 12/2019
Foster Group, Inc. West Des Moines IA 01/2020 Present
Previous Registrations
  • 2007-01-05 → 2011-01-18
    Investment Advisors Corp
    Johnston, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-27
  • S66 Uniform Combined State Law Examination
    2006-12-27
Other Names
  • Kate Patricia Larson
  • Kate P Juelfs

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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