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Walter Philip Mozdzer

Foster Group, Inc.

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About Walter Philip Mozdzer

Walter Philip Mozdzer is a financial advisor with Foster Group, Inc. based in West Des Moines, Iowa. Walter is a Certified Financial Planner™ professional and has been in the industry since 1996. Walter has a proven track record of providing financial planning and investment management services to individuals, families, and businesses.

Firm Information

Walter Mozdzer 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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Walter Mozdzer’s Registration & Firm History

IA

02/19/2018 - Present

Foster Group, Inc. (WEST DES MOINES IA)

IA

04/07/1999 - 12/10/1999

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

IA

10/29/1996 - 04/02/1999

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BC

Issued 10/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Walter Philip Mozdzer.
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