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Caleb James Brown

Foster Group, Inc.

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About Caleb James Brown

Caleb James Brown is a financial advisor with Foster Group, Inc. with experience in the industry since 2004. Caleb has experience in financial planning, pension consulting, and portfolio management for businesses and individuals. Caleb is registered as an Investment Advisor Representative in Iowa and Illinois.

Firm Information

Caleb Brown is currently registered with Foster Group, Inc.. Foster Group, Inc. is an investment advisor headquartered in WEST DES MOINES, IA, United States. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, corporations, charitable organizations, irrevocable trusts, and other clients. The firm manages approximately $3.24 billion in assets.
Foster Group, Inc.

6601 WESTOWN PARKWAY

WEST DES MOINES, IA 50266

$3.24B

Assets Under Management

3

Total Clients

45

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Caleb Brown’s Registration & Firm History

IA

11/12/2014 - Present

Foster Group, Inc. (WEST DES MOINES IA)

IA

10/31/2007 - 07/30/2014

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

IA

05/24/2007 - 10/16/2007

DIRECTED SERVICES LLC (DES MOINES IA)

CT

06/04/2004 - 11/25/2005

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

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Licenses & Designations

IA

Issued 11/12/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/13/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2009

Series 7 - General Securities Representative Examination

BC

Issued 06/03/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caleb James Brown.
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