Daniel
Hawthorne

Foster Group, Inc

CRD#7313658
Investment Advisor
in West Des Moines, IA

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About this Advisor

Daniel Hawthorne is a financial advisor based in West Des Moines, Iowa, working with Foster Group, Inc. Daniel has previously held positions with the United States Air Force and Foster Group, Inc. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, Daniel is part of Foster Group, Inc, which operates out of West Des Moines, Iowa. The firm has 1 office and 81 employees. The firm manages assets totaling $3.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Foster Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6601 Westown Parkway Suite 100
West Des Moines, IA 50266

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Foster Group, Inc Brokerage Details

Total Assets Under Management

$3,238,513,168

IA Average: $9,259,360,772
Total Number of Employees

81

IA Average: 166
Total Number of Accounts

4,626

IA Average: 7,189
Average Account Size

$700,068

IA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Daniel Hawthorne Work History

2022 - Present (2 years)

Foster Group, Inc

2021 - 2021 (< 1 year)

Foster Group, Inc

2017 - 2021 (4 years)

United States Air Force

2014 - 2017 (3 years)

United States Air Force

2009 - 2014 (5 years)

United States Air Force

Disclosures

Please visit the SEC profile of Daniel Hawthorne 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

Gabrielle Carlson
West Des Moines, IA
Travis Rychnovsky
West Des Moines, IA
Tyler Craig
West Des Moines, IA
Benjamin Berger
West Des Moines, IA
Lukas Georgeff
West Des Moines, IA
Colleen Claude
West Des Moines, IA
Emily Ozanne
Omaha, NE
Kate Juelfs
West Des Moines, IA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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