Colleen Crystal Claude

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

• 11/2014 → 12/2021
  Rbc Capital Markets, Llc
  Clive, IA
• 12/2021 → Present
  Foster Group, Inc.
  West Des Moines, IA

Previous Registrations

• 2015-10-01 → 2021-12-23
  Rbc Capital Markets, Llc
  Clive, IA

Other Businesses

1) Name: Mary Kay Comestics Address: NA Business Description: Sells Beauty Products Business is not investment related Projected Start Date: 11/01/20 Capacity: Independent Contractor/Consultant, Other Duties Performed: Signing up as a Mary Kay Consultant, so that I can get a discount on products I order. Devoted to this OBA per Month: 0 Hours Devoted to this OBA during business hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2015-10-01

Other Names

• Colleen C Tierney