Emily
Ozanne
Foster Group, Inc
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About this Advisor
Emily Ozanne is a financial advisor operating out of Omaha, Nebraska, with 3 years of industry experience. Ozanne works at Foster Group, Inc. The advisor has gained experience at Foster Group, Inc, Princor Financial Services/Principal Financial Group and Ing Financial Partners/Voya Financial. Ozanne has a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Iowa and Nebraska. Foster Group, Inc is a registered investment firm that has its headquarters in West Des Moines, IA. The company has a total of 75 advisors. It manages $3 billion in total assets across its 5,768 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 41 charities and foundations. Of its 5,768 customer accounts, 31% are held by high-net-worth investors who have greater than $1 million in assets. Foster Group, Inc has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees charged by Foster Group, Inc may include some blend 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
Emily Ozanne Work History
Emily has been registered as a financial advisor for 3 years.*
Foster Group, Inc
Foster Group, Inc
Foster Group, Inc
Princor Financial Services/Principal Financial Group
Ing Financial Partners/Voya Financial
*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 Emily Ozanne 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.
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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.
