Caleb
Brown
Foster Group, Inc
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About this Advisor
Caleb Brown is a certified financial planner based in West Des Moines, Iowa who has 9 years of industry experience. Brown is an employee of Foster Group, Inc. During their career, the advisor has held roles at Princor Financial Services Corporation, Principal Life Insurance Company, Foster Group and Foster Group, Inc. Brown maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Illinois and Iowa. Foster Group, Inc is a registered investment company headquartered in West Des Moines, IA. The firm has a total of 75 financial advisors. It administers $3 billion in assets across its 5,768 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 41 charities and foundations. Of its 5,768 client accounts, 31% belong to high-net-worth clients who have more than $1 million in investable assets. The firm performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees typically depend on which services are provided. Fees billed by Foster Group, Inc likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Foster Group, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$3,083,295,163
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
75
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
5,768
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$534,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Caleb Brown Work History
Caleb has been registered as a financial advisor for 9 years.*
Foster Group
Foster Group, Inc
Foster Group
Princor Financial Services Corporation
Principal Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Caleb Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Foster Group, Inc
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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