linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joshua Lee Pirtle

Foster Group, Inc.

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

About Joshua Lee Pirtle

Joshua Pirtle is a financial advisor who has been in the industry since 2014. Joshua is currently registered with the state of Iowa and is associated with Foster Group, Inc. Joshua specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Joshua previously held a position with Principal Securities, Inc., where they were registered with both the state of Iowa and FINRA. Joshua is a Series 6, Series 63, and Series 65 licensed financial professional.

Firm Information

Joshua Pirtle 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.

Joshua Pirtle’s Registration & Firm History

IA

10/03/2023 - Present

Foster Group, Inc. (WEST DES MOINES IA)

IA

09/17/2014 - 08/04/2023

PRINCIPAL SECURITIES, INC. (DES MOINES IA)

Not sure if Joshua Lee Pirtle is right for you?

Licenses & Designations

IA

Issued 10/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Lee Pirtle.
Not sure if Joshua Lee Pirtle is right for you?