Unclaimed Profile

Joseph Clarence Bantz

FOSTER GROUP, INC.·WEST DES MOINES, Iowa

Clean record20 years registeredFOSTER GROUP, INC.

6601 WESTOWN PARKWAY, WEST DES MOINES, IA 50266CRD# 5169283Firm CRD# 107148

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Clarence Bantz · WEST DES MOINES, IA

Registration

CRD #5169283 · FOSTER GROUP, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FOSTER GROUP, INC.

FOSTER GROUP, INC.

Jun 2006 – Jan 2025

WEST DES MOINES, IA

Registrations & Exams

Registration record

First registered · June 20, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FOSTER GROUP, INC.

CRD 107148 · SEC 801-38507

AUM

$3.2B

Regulatory assets under management

Employees

4,626 client accounts

Services offered by FOSTER GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FOSTER GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Joseph Clarence Bantz offer?

Joseph Clarence Bantz specializes in Financial Planning, Investment Management, Wealth Management.

What are Joseph Clarence Bantz's credentials?

Joseph Clarence Bantz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Clarence Bantz located?

Joseph Clarence Bantz is based in WEST DES MOINES, Iowa, last registered with FOSTER GROUP, INC..

How does Joseph Clarence Bantz charge for services?

Joseph Clarence Bantz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOSTER GROUP, INC.?

FOSTER GROUP, INC. has approximately 81 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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