Foster Group, Inc.
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 107148
· SEC file 801-38507
· West Des Moines, IA
· WWW.FACEBOOK.COM
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $4.8B
- Discretionary
- $4.6B
- Clients
- 2,101
- Avg AUM / client
- $2.3M
- Accounts
- 7,346
- Employees
- 93
AUM over time
$1.1B
$4.8B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,241 | $872M | 18.3% |
| High net worth individuals | 715 | $3.2B | 66.2% |
| Charitable organizations | 45 | $271M | 5.68% |
| Corporations and other businesses | 60 | $394M | 8.24% |
| Other | 40 | $76.2M | 1.59% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Iowa Clinic 401(k) Profit Sharing Plan The Iowa Clinic, P.C. | 2024 | |
| Mcfarland Clinic, P.C. 401(k) Profit Sharing Plan Mcfarland Clinic, P.C. | 2024 | |
| Wpmg 401(k) Retirement Savings Plan Washington Permanente Medical Group, P.C. | 2024 | |
| Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan Iowa Orthopaedic Center, P.C. | 2024 | |
| Association Management Center, Inc. 401(k) Profit Sharing Plan And Trust Association Management Center, Inc. | 2024 | |
| Radiology Consultants Of Iowa, Plc 401 K Plan Radiology Consultants Of Iowa, Plc | 2024 |
People (61)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Foster, Gerald, Ray | Trustee | Jan 1991 (36y) | Less than 5% | |
| Reed Roger Rinderknecht | Trustee | CFP | Jun 1999 (27y) | GP / trustee / elected manager of Reed Rinderknecht Revocable Trust (indirect) |
| Kent Allen Kramer | Chief Investment Officer, Board Member | CFP | Feb 2002 (24y) | 5% – 10% |
| Gregory John Olsen | Chief Executive Officer, Board Member | CFP | Apr 2004 (22y) | 10% – 25% |
| Travis James Rychnovsky | Chief Growth Officer, Board Member | CFA | Jul 2006 (20y) | 5% – 10% |
| Ross Benjamin Polking | Lead Advisor Business Development, Board Member | CFP | Aug 2007 (19y) | 5% – 10% |
| Bradley Dean Rempe | Senior Lead Advisor, Board Member | CFP | Nov 2007 (19y) | 5% – 10% |
| Jonathan Michael Evans | Lead Advisor Business Development | CFP | Dec 2007 (19y) | 5% – 10% |
| Kate P Juelfs | Chief Compliance Officer, Chief Operations Officer | Feb 2011 (15y) | Less than 5% | |
| Marcus Lee Iwig | Lead Advisor | CFP | Nov 2011 (15y) | Less than 5% |
| Matthew John Abels | Chief Practice Officer | CFP | Aug 2013 (13y) | Less than 5% |
| Andrew Douglas Farmer | Lead Advisor | CFP | Aug 2013 (13y) | Less than 5% |
| Mabee, Timothy, James | Director Of It | Jun 2014 (12y) | Less than 5% | |
| Stadtlander, Mark, Alan | Owner | Jan 2019 (8y) | 10% – 25% | |
| Bantz, Joseph, Clarence | Senior Lead Advisor | Jan 2020 (7y) | 5% – 10% | |
| Brenton Lowell Carlson | Lead Advisor | Jul 2021 (5y) | 5% – 10% | |
| Caleb James Brown | Registered representative | CFP | Nov 2014 (12y) | |
| Brittany Ellen Heard | Registered representative | CFP | Jan 2015 (12y) | |
| Matthew D Moklestad | Registered representative | CFP | Apr 2017 (9y) | |
| Wade Alan Den Hartog | Registered representative | CFP | Dec 2017 (9y) | |
| Walter Philip Mozdzer | Registered representative | CFP | Feb 2018 (8y) | |
| Stacie A Neussendorfer | Registered representative | CFP | Mar 2018 (8y) | |
| Kadin Dale White | Registered representative | CFP Chartered Financial Consultant | Jun 2018 (8y) | |
| Andrew Colin Mullan | Registered representative | CFP | Jun 2018 (8y) | |
| Ryne Taylor Oller | Registered representative | CFP | Jun 2018 (8y) | |
| Zachary Clifford Dalluge | Registered representative | CFP | Aug 2018 (8y) | |
| Nicole Claire Nee | Registered representative | Nov 2019 (7y) | ||
| Andrew Allan Rushenberg | Registered representative | CFP | Jan 2021 (6y) | |
| Daniel Brandon Hawthorne | Registered representative | CFP | Jan 2021 (6y) | |
| Geoffrey Robert Christy | Registered representative | Mar 2021 (5y) | ||
| Ashlee Gabrielle Minton Vieregger | Registered representative | CFP | Aug 2021 (5y) | |
| Jacob James Kinnetz | Registered representative | CFP | Feb 2022 (4y) | |
| Colleen Crystal Claude | Registered representative | Feb 2022 (4y) | ||
| Michael James Westphal | Registered representative | CFA | Feb 2022 (4y) | |
| Tyler Dennis Craig | Registered representative | CFP | Mar 2022 (4y) | |
| Ethan Bryce Gascho | Registered representative | CFP | Apr 2022 (4y) | |
| Benjamin Elsworth Berger | Registered representative | CFP | Apr 2022 (4y) | |
| Jacob William Belzer | Registered representative | Jun 2022 (4y) | ||
| James Lee Laursen | Registered representative | CFP | Jun 2022 (4y) | |
| Lukas Andrew Georgeff | Registered representative | CFP | Nov 2022 (4y) | |
| Melissa Denise Pflieger | Registered representative | CFP | Mar 2023 (3y) | |
| Gabrielle Rae Carlson | Registered representative | Apr 2023 (3y) | ||
| Joshua Lee Pirtle | Registered representative | Oct 2023 (3y) | ||
| Mathew David Stagner | Registered representative | CFP Chartered Financial Consultant | Dec 2023 (3y) | |
| Justin Martin James | Registered representative | CFP Chartered Financial Consultant | Feb 2024 (2y) | |
| Amy L Gonder | Registered representative | Mar 2024 (2y) | ||
| John R Davies | Registered representative | CFA | Nov 2024 (2y) | |
| Dane Joseph Butler | Registered representative | Nov 2024 (2y) | ||
| Alaina Riley | Registered representative | Feb 2025 (1y) | ||
| Isabel Olivia Mc Millen | Registered representative | CFP | Jul 2025 (1y) | |
| Robert Gregory Annexstad | Registered representative | CFP Chartered Financial Consultant | Jul 2025 (1y) | |
| Marissa May Roh | Registered representative | Aug 2025 (1y) | ||
| Ashley Lee Maher Widen | Registered representative | Chartered Financial Consultant | Sep 2025 (1y) | |
| Jace Steven Showalter | Registered representative | Oct 2025 (1y) | ||
| Thomas Scott Hendricks | Registered representative | Nov 2025 (1y) | ||
| Gretchen Sue Muller | Registered representative | Jan 2026 (1y) | ||
| Daniel Thomas Giles | Registered representative | Jan 2026 (1y) | ||
| Nathan Glen Buckallew | Registered representative | Mar 2026 (0y) | ||
| Drew Bradley Beazley | Registered representative | CFP | May 2026 (0y) | |
| Max Harrison Simmons | Registered representative | May 2026 (0y) | ||
| Connor Hoeft | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gerald Foster Revocable Trust | Owner | Jan 1991 | A | 10% – 25% |
| Reed Rinderknecht Revocable Trust | Owner | Apr 2019 | A | 10% – 25% |
| Roeder, Sunny J | Director Of Finance | Dec 2018 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Iowa Clinic 401(k) Profit Sharing Plan | The Iowa Clinic, P.C. | 1,230 | $329M | 01/01/2024 |
| Mcfarland Clinic, P.C. 401(k) Profit Sharing Plan | Mcfarland Clinic, P.C. | 1,393 | $488M | 01/01/2024 |
| Wpmg 401(k) Retirement Savings Plan | Washington Permanente Medical Group, P.C. | 1,654 | $1.5B | 01/01/2024 |
| Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan | Iowa Orthopaedic Center, P.C. | 364 | $68.9M | 01/01/2024 |
| Association Management Center, Inc. 401(k) Profit Sharing Plan And Trust | Association Management Center, Inc. | 148 | $22.0M | 01/01/2024 |
| Radiology Consultants Of Iowa, Plc 401 K Plan | Radiology Consultants Of Iowa, Plc | 96 | $62.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $4.1B (86% of AUM) Mar 2026
- Pershing $372M (8% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗