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Kadin Dale White

Foster Group, Inc.

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About Kadin Dale White

Kadin Dale White is a financial advisor registered with Foster Group, Inc.. Kadin has been working in the financial industry for over 14 years. Kadin is a Certified Financial Planner™ and a Chartered Financial Consultant. Kadin provides financial planning services to individuals and businesses. Kadin also specializes in retirement planning, investment management, and estate planning. Kadin has been with Foster Group, Inc. since May 2018. Prior to that, Kadin worked at Directed Services LLC and Voya Financial Partners, LLC.

Firm Information

Kadin White 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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Kadin White’s Registration & Firm History

IA

06/21/2018 - Present

Foster Group, Inc. (WEST DES MOINES IA)

IA

11/21/2017 - 04/18/2018

DIRECTED SERVICES LLC (DES MOINES IA)

IA

11/21/2017 - 04/18/2018

VOYA FINANCIAL PARTNERS, LLC (DES MOINES IA)

IA

03/17/2006 - 04/17/2017

PRINCIPAL SECURITIES, INC. (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 08/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2007

Series 7 - General Securities Representative Examination

BC

Issued 03/16/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kadin Dale White.
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