Matthew
Moklestad
Foster Group, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Matthew Moklestad is a certified financial planner who works out of West Des Moines, Iowa with a total of 6 years of relevant experience. Moklestad is on the advisory team at Foster Group, Inc. Their career trajectory has included roles at Principal Life Insurance Company, Princor Financial Services Corporation, Principal Funds Distributor, Inc and Foster Group, Inc. Moklestad holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois, Iowa, Nebraska and Texas. Foster Group, Inc is a registered investment business headquartered in West Des Moines, IA. The company has a total of 75 employees. It controls $3 billion in assets across its 5,768 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 41 charitable organizations. Of its 5,768 customer accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets. Foster Group, Inc has 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. Fees for financial management largely depend on the financial services. Fees billed by Foster Group, Inc likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Matthew Moklestad Work History
Matthew has been registered as a financial advisor for 6 years.*
Foster Group, Inc
Foster Group, Inc
Foster Group, Inc
Foster Group, Inc
Principal Funds Distributor, Inc
Principal Life Insurance Company
Princor Financial Services Corporation
*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 Matthew Moklestad 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
