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Brenton Lowell Carlson

Foster Group, Inc.

West Des Moines, IA

CRD 7306876

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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 2021-07-26
  • IA RA
    APPROVED
    Since 2021-07-26

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 West Des Moines IA 06/2002 01/2018
Foster Group West Des Moines IA 01/2018 07/2021
Foster Group West Des Moines IA 07/2021 12/2021
Foster Group West Des Moines IA 01/2022 Present
  • 06/2002 → 01/2018
    Foster Group
    West Des Moines, IA
  • 01/2018 → 07/2021
    Foster Group
    West Des Moines, IA
  • 07/2021 → 12/2021
    Foster Group
    West Des Moines, IA
  • 01/2022 → Present
    Foster Group
    West Des Moines, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-24
  • S65 Uniform Investment Adviser Law Examination
    2021-07-24
Other Names
  • Brent Lowell Carlson

View on SEC IAPD

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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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