Jacob
Kinnetz

Foster Group, Inc

CRD#7117402
Investment Advisor
in West Des Moines, IA

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About this Advisor

Jacob Kinnetz is a financial advisor based in West Des Moines, Iowa, working with Foster Group, Inc. Jacob has previously held positions at Fareway Grocery Store, T.J. Maxx, University Of Iowa: River Room Cafe, Sam's Club, Mutual Of Omaha, Reunion Brewery, Truenorth Companies, Greater Midwest Financial Group, University Of Iowa, and Foster Group, Inc. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, Jacob 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

Jacob Kinnetz Work History

2022 - Present (3 years)

Foster Group, Inc

2021 - 2022 (1 year)

Foster Group, Inc

2019 - 2019 (< 1 year)

Student

2019 - 2021 (2 years)

Greater Midwest Financial Group

2018 - 2019 (1 year)

Truenorth Companies

2017 - 2017 (< 1 year)

Mutual Of Omaha

2017 - 2018 (1 year)

Reunion Brewery

2017 - 2017 (< 1 year)

Student

2016 - 2016 (< 1 year)

University Of Iowa: River Room Cafe

2016 - 2016 (< 1 year)

Sam'S Club

2016 - 2017 (1 year)

Student

2015 - 2016 (1 year)

Student

2015 - 2019 (4 years)

University Of Iowa: Student

2014 - 2015 (1 year)

T.J. Maxx

2013 - 2014 (1 year)

Fareway Grocery Store

2009 - 2019 (10 years)

Student

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Disclosures

Please visit the SEC profile of Jacob Kinnetz 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
Jason Brown
West Des Moines, IA
Kate Juelfs
West Des Moines, IA
Emily Ozanne
Omaha, NE
Matthew Abels
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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