This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-30-1991
- Office Locations
- 2
Office Locations
About Foster Group, Inc.
Foster Group is an SEC-registered, fee-only fiduciary (est. 1989) providing investment management and advanced financial planning for individuals and institutions, plus retirement plan consulting and design. Portfolios are built largely with ETFs, delivered through a team-based model that gives clients access to the firm’s collective specialists. Employee ownership across three generations supports long-term relationship continuity, with offices in Iowa and Nebraska.
Reported data analysis
What the numbers show
Between June 17, 2025 and March 27, 2026, reported AUM increased 34.8%, from $3.5B to $4.8B.
Across 5 reported observations, AUM increased 40.7% between November 3, 2022 and March 27, 2026, from $3.4B to $4.8B.
Of the latest reported AUM, 96.4% is discretionary and 3.6% is non-discretionary.
The firm reports 45 advisory representatives and 2,110 clients, or 46.9 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 2 reported office locations and 35 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Foster Group, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Foster Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GREGORY JOHN OLSEN
Associate Advisor, Chief Executive Officer
- CRD
- #4787249
- Ownership
- 10% but less than 25%
MARK ALAN STADTLANDER
Owner
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 12 owners & executives
Unlock allContacts
ROBERT GREGORY ANNEXSTAD
Director of Advisory
- CRD
- #3159718
Drew Bradley Beazley
--
- CRD
- #7757085
Showing 2 of 60 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,604,709,090 | $706,894 |
| Non-Discretionary | $170,805,714 | $205,295 |
| Total | $4,775,514,804 | $650,084 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Foster Group, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Foster Group, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing