Nicole
Nee
Foster Group, Inc
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About this Advisor
Nicole Nee is a financial advisor working in West Des Moines, Iowa with a total of 4 years of industry experience. Nee is currently employed by Foster Group, Inc. Their career trajectory has included roles at Foster Group Inc, Lmc Insurance & Risk Management and Chili'S. Nee maintains a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Iowa. Foster Group, Inc is an advisory firm that has its headquarters in West Des Moines, IA. The investment advisory business has a total of 75 employees. It oversees $3 billion in assets under management among its 5,768 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 41 charitable organizations. Of its 5,768 client accounts, 31% are held by high-net-worth investors who have at least $1 million in assets. Foster Group, Inc offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees largely vary depending on which services are offered. Fees billed by Foster Group, Inc likely are comprised 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
Nicole Nee Work History
Nicole has been registered as a financial advisor for 4 years.*
Foster Group Inc
Lmc Insurance & Risk Management
Chili'S
*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 Nicole Nee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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