Michael
Westphal
Foster Group, Inc
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About this Advisor
Michael Westphal is a chartered financial analyst who works out of West Des Moines, Iowa with 1 year of relevant experience. Westphal currently works for Foster Group, Inc. Their career trajectory has included roles at Foster Group, Inc, Pma Financial Network, LLC, Miles Capital, Inc, Federal Home Loan Bank Of Des Moines and Aviva Investors North America. Westphal is able to serve investors in Iowa. Foster Group, Inc is a registered investment business operating out of West Des Moines, IA. The firm has a total of 75 financial advisors. It controls $3 billion in total assets across its 5,768 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 41 charities and foundations. Of its 5,768 client accounts, 31% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees typically are based on which services the firm provides the client. Fee types billed by Foster Group, Inc likely consist 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
Michael Westphal Work History
Michael has been registered as a financial advisor for 1 years.*
Foster Group, Inc
Pma Financial Network, LLC
Miles Capital, Inc
Federal Home Loan Bank Of Des Moines
Aviva Investors North America
*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 Michael Westphal 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
Omaha, NE
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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