Unclaimed Profile

Ross Benjamin Polking

FOSTER GROUP, INC.·WEST DES MOINES, Iowa

Series 65Clean record19 years registeredFOSTER GROUP, INC.

6601 WESTOWN PARKWAY, WEST DES MOINES, IA 50266CRD# 5390044Firm CRD# 107148

Profile Verification

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

Identity

Ross Benjamin Polking · WEST DES MOINES, IA

Registration

CRD #5390044 · FOSTER GROUP, INC. · 19 years registered

Brand Profile

Not yet started

Career History

FOSTER GROUP, INC.

Aug 2007 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 8, 2007

Years registered · 19

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 Ross Benjamin Polking offer?

Ross Benjamin Polking specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST DES MOINES, Iowa for a consultation.

What are Ross Benjamin Polking's credentials?

Ross Benjamin Polking is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ross Benjamin Polking located?

Ross Benjamin Polking is based in WEST DES MOINES, Iowa, working with FOSTER GROUP, INC.. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.

How does Ross Benjamin Polking charge for services?

Ross Benjamin Polking'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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