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Geoffrey Robert Christy

Foster Group, Inc.

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About Geoffrey Robert Christy

Geoffrey Christy is an investment advisor representative with Foster Group, Inc. Geoffrey has been in the industry since 1995 and holds a Series 6, 7, 24, 63 and 66. Geoffrey is based in West Des Moines, Iowa and is actively registered in the state of Iowa. Geoffrey also has a board member role with Junior Achievement in Des Moines, Iowa.

Firm Information

Geoffrey Christy 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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Geoffrey Christy’s Registration & Firm History

IA

03/05/2021 - Present

Foster Group, Inc. (WEST DES MOINES IA)

IA

07/07/1995 - 07/27/2020

PRINCIPAL SECURITIES, INC. (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 10/01/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/05/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/1997

Series 7 - General Securities Representative Examination

BC

Issued 07/06/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geoffrey Robert Christy.
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