Unclaimed
Jacob Kinnetz is an investment advisor representative with Foster Group, Inc. Jacob is a certified financial planner and has been in the industry since 2019. Jacob is registered in Iowa. Previously, Jacob worked at KESTRA INVESTMENT SERVICES, LLC. Jacob has experience in portfolio management for both individuals and businesses. Jacob also provides financial planning services and pension consulting. The firm is located in West Des Moines, Iowa.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IA
02/17/2022 - Present
Foster Group, Inc. (WEST DES MOINES IA)
MN
12/03/2019 - 02/19/2021
KESTRA INVESTMENT SERVICES, LLC (St. Paul MN)
IA
Issued 11/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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