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6601 Westown Parkway Suite 100, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2018-09-18 |
| NE | RA | APPROVED | 2018-03-26 |
| IA | RA | APPROVED | 2018-03-22 |
Branch Locations
14301 Fnb Parkway Suite 207, Omaha, NE 68154 • United States
6601 Westown Parkway Suite 100, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foreside Fund Services, Llc | Omaha | NE | 12/2013 | 12/2017 |
| Westwood Management Corp. | Omaha | NE | 11/2013 | 12/2017 |
| Foster Group, Inc. | West Des Moines | IA | 02/2018 | 04/2019 |
| Foster Group, Inc. | West Des Moines | IA | 05/2019 | Present |
Morning Star Lutheran Church Ministry Investment Committee Investment-related = somewhat -- have an endowed fund that is invested and we make grants and give scholarships from it 331 S. 85th Avenue, Omaha, NE 68114 Religious Committee Chair Volunteer 06/2022 start date became Chair of the Committee 06/2023 hours/month = less than 1 0 hours during securities trading hours I chair the committee, run meetings, bring grant requests to the committee, review investment account with committee and arrange reviews with investment advisor, prepare report for church council of committee's business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-10-22 |
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