Jacob
Belzer
Foster Group, Inc
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About this Advisor
Jacob Belzer is a financial advisor based out of West Des Moines, Iowa who has 1 year of relevant experience. Belzer is currently employed by Foster Group, Inc. Their career trajectory has included roles at Foster Group, Inc, Kum & Go, Krm Development, LLC, Dupont Pioneer, Dallas Center-Grimes High School and Iowa State University. Belzer holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Iowa. Foster Group, Inc is a registered investment business that has its headquarters in West Des Moines, IA. It has a total of 75 employees. It has $3 billion in total assets between its 5,768 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 41 charitable organizations. Of its 5,768 client accounts, 31% belong to high-net-worth clients who have more than $1 million in investable assets. The business provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management largely vary depending on which service is provided. Fees charged by Foster Group, Inc may include some 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
$3,083,295,163
75
5,768
$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
Jacob Belzer Work History
Jacob has been registered as a financial advisor for 1 years.*
Foster Group, Inc
Foster Group, Inc
Foster Group, Inc
Kum & Go
Iowa State University
Krm Development, LLC
Dallas Center-Grimes High School
Dupont Pioneer
*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 Jacob Belzer 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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