Dane Joseph Butler

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → 08/2024
  Fidelity Investments
  Covington, KY
• 01/2021 → 05/2021
  Theisens
  Ames, IA
• 08/2019 → 05/2021
  Iowa State University
  Ames, IA
• 08/2017 → 05/2019
  Des Moines Area Community College
  Ankeny, IA
• 08/2004 → 05/2017
  South Hardin Schools
  Eldora, IA
• 08/2017 → 06/2019
  Menards
  Ankeny, IA
• 06/2019 → 08/2019
  Prestage Farms
  Ames, IA
• 05/2020 → 09/2020
  Prestage Farms
  Ames, IA
• 01/2020 → 04/2020
  Iowa Department Of Revenue
  Des Moines, IA
• 08/2024 → Present
  Foster Group, Inc.
  West Des Moines, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-26
• S63 Uniform Securities Agent State Law Examination
  2021-12-07