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 operating out of West Des Moines, Iowa with 1 year of industry experience. Kinnetz is on the advisory team at Foster Group, Inc. During their career, the advisor has held roles at Fareway Grocery Store, T.J. Maxx, University Of Iowa: River Room Cafe, Sam'S Club, Student, Mutual Of Omaha, Reunion Brewery, Truenorth Companies, Greater Midwest Financial Group, University Of Iowa: Student and Foster Group, Inc. Kinnetz holds a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Iowa. Foster Group, Inc is a financial advisory business operating out of West Des Moines, IA. The company has a total of 75 advisors. It administers $3 billion in assets under management across its 5,768 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 41 charities and foundations. Of its 5,768 accounts, 31% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a broad 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 fee schedules usually vary depending on which services are offered. However, fee types billed by Foster Group, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

$3,083,295,163

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

75

IA Average: 166
Total Number of Accounts

5,768

IA Average: 7,189
Average Account Size

$534,552

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

Jacob has been registered as a financial advisor for 1 years.*

2022 - Present (2 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

*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 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

Andrew Farmer
West Des Moines, IA
Jason Brown
West Des Moines, IA
Reed Rinderknecht
West Des Moines, IA
Tyler Craig
West Des Moines, IA
Lukas Georgeff
West Des Moines, IA
Brittany Heard
West Des Moines, IA
Benjamin Berger
West Des Moines, IA
Ashlee Vieregger
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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