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Matthew John Abels

Foster Group, Inc.

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About Matthew John Abels

Matthew John Abels is a financial advisor with Foster Group, Inc. Matthew has been in the financial industry since 2002. Matthew is a Certified Financial Planner. Matthew is registered to offer investment advisory services in Iowa and Texas. Matthew specializes in working with individuals, corporations, charitable organizations, and trusts. Matthew also has experience in providing financial planning and portfolio management services to businesses. Matthew is committed to helping clients achieve their financial goals.

Firm Information

Matthew Abels 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 Abels’s Registration & Firm History

IA

03/06/2018 - Present

Foster Group, Inc. (WEST DES MOINES IA)

IA

05/29/2008 - 08/12/2013

PACKERLAND BROKERAGE SERVICES, INC. (FOREST CITY IA)

IA

02/03/2003 - 05/02/2008

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

GA

09/09/2002 - 02/12/2003

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 07/21/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/2003

Series 7 - General Securities Representative Examination

BC

Issued 09/06/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew John Abels.
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