Robert Gregory Annexstad

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

• 06/1998 → 07/2025
  D.M. Kelly & Company
  West Des Moines, IA
• 06/1998 → 07/2025
  Dm Kelly & Company
  West Des Moines, IA
• 02/2000 → 07/2025
  Principal Securities Inc
  Des Moines, IA
• 02/2000 → 07/2025
  Principal Life Insurance Company
  Des Moines, IA
• 07/2024 → 07/2025
  Principal Advised Services
  Des Moines, IA
• 07/2025 → Present
  Foster Group, Inc.
  West Des Moines, IA

Previous Registrations

• 2024-08-28 → 2025-07-08
  Principal Advised Services
  W Des Moines, IA
• 2004-09-28 → 2023-11-26
  Principal Securities, Inc.
  Des Moines, IA
  Des Moines, IA
  Des Moines, IA
  Des Moines, IA
• 2006-08-03 → 2007-03-16
  Principal Asset Management
  Des Moines, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-27
• S63 Uniform Securities Agent State Law Examination
  1999-03-25

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Bob Annexstad