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Caitlin Jean Clemons

Foster Group, Inc.

West Des Moines, IA

CRD 8169635

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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 2026-07-30
  • IA RA
    APPROVED
    Since 2026-07-30

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
Stifel, Nicolaus & Company, Incorporated West Des Moines IA 09/2025 07/2026
Charter Bank Johnston IA 05/2024 09/2025
Hills Bank And Trust Company Iowa City IA 11/2022 05/2024
Insight Chandler AZ 06/2023 08/2023
Harbor Freight Iowa City IA 09/2021 05/2022
Elm Crest Retirement Community Harlan IA 09/2020 08/2021
Dairy Queen Harlan IA 06/2019 02/2021
Harlan Community School District Harlan IA 08/2009 05/2021
Kirkwood Community College Iowa City IA 08/2021 12/2022
University Of Iowa Iowa City IA 01/2023 05/2024
Foster Group, Inc. West Des Moines IA 07/2026 Present
  • 09/2025 → 07/2026
    West Des Moines, IA
  • 05/2024 → 09/2025
    Charter Bank
    Johnston, IA
  • 11/2022 → 05/2024
    Hills Bank And Trust Company
    Iowa City, IA
  • 06/2023 → 08/2023
    Insight
    Chandler, AZ
  • 09/2021 → 05/2022
    Harbor Freight
    Iowa City, IA
  • 09/2020 → 08/2021
    Elm Crest Retirement Community
    Harlan, IA
  • 06/2019 → 02/2021
    Dairy Queen
    Harlan, IA
  • 08/2009 → 05/2021
    Harlan Community School District
    Harlan, IA
  • 08/2021 → 12/2022
    Kirkwood Community College
    Iowa City, IA
  • 01/2023 → 05/2024
    University Of Iowa
    Iowa City, IA
  • 07/2026 → Present
    West Des Moines, IA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-11
  • S66 Uniform Combined State Law Examination
    2026-04-11

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