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Stacie A Neussendorfer

Foster Group, Inc.

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About Stacie A Neussendorfer

Stacie Neussendorfer is a financial advisor currently registered with Foster Group, Inc. Stacie is a Certified Financial Planner and has been in the financial services industry for over 10 years. Stacie has a variety of experience working with individuals, families, businesses, and charitable organizations. Stacie's previous employers include Foreside Fund Services, LLC and Montage Securities, LLC. Stacie holds Series 7, Series 63, and SIE licenses. Stacie offers a variety of financial planning services including portfolio management for individuals and businesses, financial planning, and pension consulting.

Firm Information

Stacie Neussendorfer 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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Stacie Neussendorfer’s Registration & Firm History

NE

09/18/2018 - Present

Foster Group, Inc. (OMAHA NE)

NE

12/19/2013 - 12/31/2017

FORESIDE FUND SERVICES, LLC (OMAHA NE)

NE

10/03/2012 - 11/25/2013

MONTAGE SECURITIES, LLC (OMAHA NE)

NE

02/14/2011 - 10/04/2012

SECURITIES SERVICE NETWORK, INC. (OMAHA NE)

NE

09/23/2008 - 02/11/2011

QA3 FINANCIAL CORP. (OMAHA NE)

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Licenses & Designations

BC

Issued 10/22/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stacie A Neussendorfer.
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