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Jacob James Kinnetz

Foster Group, Inc.

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About Jacob James Kinnetz

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.

Firm Information

Jacob Kinnetz 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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Jacob Kinnetz’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob James Kinnetz.
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