linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Colleen Crystal Claude

Foster Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Colleen? Claim Your Profile

About Colleen Crystal Claude

Colleen Crystal Claude is a financial advisor with Foster Group, Inc. located in West Des Moines, IA. Colleen has been in the financial services industry since 2006. Colleen is registered with the state of Iowa and holds the Series 6, 7, and 66 licenses. She is experienced in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Colleen is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Colleen Claude 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Colleen Claude’s Registration & Firm History

IA

02/22/2022 - Present

Foster Group, Inc. (WEST DES MOINES IA)

IA

06/11/2015 - 12/23/2021

RBC CAPITAL MARKETS, LLC (CLIVE IA)

IA

07/25/2006 - 03/03/2008

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

Not sure if Colleen Crystal Claude is right for you?

Licenses & Designations

BOTH

Issued 10/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2015

Series 7 - General Securities Representative Examination

BC

Issued 07/24/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colleen Crystal Claude.
Not sure if Colleen Crystal Claude is right for you?