Best Investors Account Sign in
Inactive

Michael James Westphal

Foster Group, Inc.

West Des Moines, IA

CRD 7263351

Claim This Profile
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 2022-02-24
  • IA RA
    APPROVED
    Since 2022-02-24

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 12/2021 Present
Pma Financial Network, Llc Naperville IL 04/2020 12/2021
Miles Capital, Inc. West Des Moines IA 05/2015 03/2020
  • 12/2021 → Present
    Foster Group, Inc.
    West Des Moines, IA
  • 04/2020 → 12/2021
    Pma Financial Network, Llc
    Naperville, IL
  • 05/2015 → 03/2020
    Miles Capital, Inc.
    West Des Moines, IA
Designations
  • Chartered Financial Analyst

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

More in West Des Moines, IA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor