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Matthew D Moklestad

Foster Group, Inc.

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About Matthew D Moklestad

Matthew Moklestad is an active investment advisor representative licensed in Illinois, Iowa, Nebraska, and Texas. Matthew has over 10 years of experience in the financial services industry and holds a Series 7, Series 24, and Series 66 license. Matthew is also a Certified Financial Planner. Matthew is currently employed by Foster Group, Inc. and has previously worked at Principal Funds Distributor, Inc. and Princor Financial Services Corporation. Matthew has experience in portfolio management for both individuals and businesses. Matthew specializes in providing financial planning and investment advice to high-net-worth individuals, families, and businesses.

Firm Information

Matthew Moklestad 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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Matthew Moklestad’s Registration & Firm History

IA

03/06/2018 - Present

Foster Group, Inc. (WEST DES MOINES IA)

IA

09/12/2013 - 11/29/2016

PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)

IA

07/02/2010 - 12/10/2014

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 07/09/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/15/2010

Series 24 - General Securities Principal Examination

BC

Issued 11/29/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew D Moklestad.
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