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Joseph Clarence Bantz

Foster Group, Inc.

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About Joseph Clarence Bantz

Joseph Clarence Bantz is a financial advisor at Foster Group, Inc. located in West Des Moines, IA. Joseph Clarence Bantz has been a registered investment advisor since June 20, 2006. Joseph Clarence Bantz is also registered in Illinois, Nebraska, South Dakota, and Texas. Joseph Clarence Bantz has a Certified Financial Planner designation. Joseph Clarence Bantz provides financial planning services to individuals, families, and businesses.

Firm Information

Joseph Bantz 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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Joseph Bantz’s Registration & Firm History

IA

04/01/2011 - Present

Foster Group, Inc. (WEST DES MOINES IA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Clarence Bantz.
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