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Disaster Recovery
This is a test.
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Bios
Foster Group's partners (back, from left): Buck Olsen, Ed Green, Reed Rinderknecht, Kent Kramer; (front, from left) Phil Kruzan, Jerry Foster, Mark Stadtlander Foster Group team Organizational Chart Executive ManagementJerry FosterMark...
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Buck
« Back BUCK OLSEN, CFP®, Partner, has been with Foster Group since 2000 and has experienced many facets of the company including Client Services, Planning, and Marketing. In his current capacity, Buck works in the client...
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Client Access
You are now leaving the Foster Group, Inc. Web site and will be entering the Charles Schwab & Co., Inc. ("Schwab") Web site. Schwab is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on...
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Customer Login
This page has been created to provide Foster Group clients with access to account information. When you click on the link below, you will be redirected to a click-through disclosure page, then to a Charles Schwab login page. Once you get to the...
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Ed
« Back ED GREEN, CFP®, ChFC, AIF®, Partner, has over 20 years of experience in the financial planning industry. At our company, he works with the various components of client portfolios, including trading, rebalancing, and...
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Fiduciary Role
Foster Group is committed to acting as a fiduciary for the benefit of and in the best interest of our clients, avoiding both real and perceived conflicts of interest. The Centre for Fiduciary Excellence (CEFEX) is an independent global assessment...
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Janet
« Back JANET HIRCOCK is Foster Group’s Executive Assistant. She provides administrative support to the firm, which includes coordinating the office calendar and scheduling appointments, assisting with client relations...
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Jerry
« Back JERRY FOSTER, CFP® is the Founder of our company, which was founded in 1989. Jerry is a Certified Financial Planner certificant and has written articles for national publications regarding investment and planning matters. In...
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Joe
« Back JOE BANTZ, CFP® is an lifeWealth Advisor with Foster Group. Joe works with clients to transition their accounts to Foster Group’s management, helps them identify and accomplish their financial planning objectives, and...
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Josh
« Back JOSH VAN HEUKELOM is our company’s Information Technology Administrator. He oversees all of our technology-related issues, including maintenance, security, updates, and system improvements. Josh has an undergraduate degree...
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Kay
« Back KAY STEARNS is an Administrative Assistant with Foster Group. She is a graduate of Drake University who works part-time in our Business Service department. Kay is responsible for client billing, assembling consortium benchmarking...
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Kent
« Back KENT KRAMER, CFP®, Partner, works with clients to assist them with the development of their financial plans. Drawing on his experience as a communicator, financial planner, and portfolio manager, Kent is helping...
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Legal
Use of Site Your use of this site is provided on an "AS IS" and "AS AVAILABLE" basis. To the full extent permitted under applicable law, Foster Group, Inc. expressly disclaims all warranties of any kind, whether expressed or...
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Contact Us
Foster Group, Inc. 1001 Grand Avenue West Des Moines, IA 50265 800-798-1012 - toll-free 515-226-9000 - phone 515-224-4970 - fax Contact Name: Email Address: Phone Number: Mailing...
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Brent
« Back BRENT CARLSON fills the role of Leader-Finance, Compliance, & Human Resources. In this capacity, he overseas financial reporting for the firm, including accounts payable and receivable. Brent is also involved in...
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Bart Banwart
« Back BART BANWART, CPA, is a Portfolio Analyst with Foster Group. Bart participates in the management of client portfolios by conducting periodic rebalancing, investing deposits, and freeing up cash for distribution requests....
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Leslie
« Back LESLIE NICHOLS is a Client Services Coordinator with Foster Group. In this capacity, Leslie directly manages the Client Services team. She is also involved in establishing client accounts, as well as production and tracking of...
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Life Wealth Asset Management
In virtually every situation, how successful you are at investing has a profound influence on your lifetime cash flow. Whether saving for retirement, creating education funds, or establishing a charitable trust, all of our clients have long term...
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Life Wealth Financial Planning
With the definition of retirement undergoing dramatic change, it’s not enough anymore to just answer the questions, “When can I quit my job, and how much can I spend every month?” Many people view their lives in progressive...
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Life Wealth Services
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Links
lifeWealth Strategies Learning Center >> Learn how small changes can make a big difference College Savings Iowa >> Find information about the State of Iowa's 529 plan - College Savings Iowa College Board...
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Mark Stadtlander
« Back MARK STADTLANDER, CFP® is the CEO and President of Foster Group. He is in charge of the day-to-day operations of the office and oversees activity within client portfolios. Mark is a member of the Financial Planning Association...
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Martha
« Back MARTHA GRIBBLE is a lifeWealth Advisor with Foster Group. She works with clients to transition their accounts to Foster Group, helps them identify and accomplish their financial planning objectives, and monitors these...
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Mickie
« Back MICKIE KINNEY is the Client Hospitality Coordinator for Foster Group. In this capacity, she is the first point of contact for our clients when they come to or call our office. She also coordinates our client relations activities...
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Press
02.26.2008 ZAG Announces New President >> Mark Stadtlander, Chief Executive Officer of Foster Group, has recently been appointed President of ZAG 02.06.2008 Investors Miss Performance Numbers by Wide...
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Our Commitment
TO COMPREHENSIVE PLANNING We believe that wealth is multi-dimensional. Our lifeWealth™ planning process takes into consideration the financial, relational, physical, intellectual, spiritual, and professional areas of life. TO...
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Paul
« Back PAUL WOMACKS is a Operations Specialist with Foster Group. He performs the daily download of data into client accounts, produces client reports, and maintains our reporting software. Paul is a graduate of the American...
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Phil
« Back PHIL KRUZAN, CFP®, Partner, is responsible for the analysis and development of comprehensive financial plans and has particular expertise in the areas of estate and retirement planning. Phil is a member of the...
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Privacy
FOSTER GROUP PRIVACY STATEMENT 1001 Grand Avenue, West Des Moines, IA 50265 PURPOSE We are providing you with this information as required by Regulation S-P adopted by the Securities and Exchange Commission. INFORMATION ABOUT YOU THAT WE...
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Professional Memberships
Zero Alpha Group Founded in 1995, Zero Alpha Group (ZAG) is a global network of independent wealth management firms, serving clients in a fiduciary capacity. ZAG is committed to providing objective, long-term private wealth management solutions,...
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Progress
“Wealthy is the person who...” How you finish that statement will shape the way you live and determine the strategies you will implement to help you achieve your desired results. This basic premise is what Jerry Foster, Founder of...
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Prospective Clients
Greetings and welcome to the Foster Group “Guest Section”. We encourage you to start your journey of exploring our firm with the “Inside Foster Group” section. The lifeWealth™ Services link describes all of our...
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Publications
Vectors & Viewpoints Summer 2007 Fall 2007 Winter 2007 Spring 2008 Summer 2008 Videos Client Dinner 2007 Audio Updates 2007 Q3 2007 Q4 2008 Q1 2008 Q2 Publications Market Downturn 02.28.2008 Market Correction...
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Quarterly Commentary
Quarterly Commentary Vectors and Viewpoints In the News...
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Reed
« Back REED RINDERKNECHT, CFP®, Partner, meets with clients to develop their financial plans, review their portfolios, and assist them with loan negotiations and major purchases. He also visits with prospective clients and is in...
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Ross
« Back ROSS POLKING is a lifeWealth Advisor with Foster Group. He works closely with Martha and Joe to service the needs of our clients, including the development and delivery of financial plans and updates. Ross received undergraduate...
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Travis
« Back TRAVIS RYCHNOVSKY, CFA®, AIF® fills the roll of Leader-Client Services, IT, and Operations. Since joining the firm in 2004, Travis has worked to streamline procedures and ensure process consistency across the...
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Vectors Viewpoints
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Secondary Navigation
lifeWealth™ Financial Planning lifeWealth™ Asset Management lifeWealth™ Donor Advised Fund Prospective Clients Our Progress So Far Biographies Our Mission Our Values Our Fiduciary Role Professional Memberships Professional...
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Home Page
Recent News Audio Update Q2 2008 (07/10/2008) Vectors & Viewpoints Summer 2008 (06/26/2008)...
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Pam
« Back PAM TRYON is a Client Services Coordinator with Foster Group. She assists in production and tracking of client paperwork and processing client address changes. Pam attended the University of Northern Iowa. ...
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Web Meeting
Foster Group Web Meeting Login Enter your meeting number to start your online meeting. Please contact Foster Group to obtain a valid Meeting Number. *Meeting Number: ...
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Brad
« Back BRAD REMPE is a lifeWealth Advisor with Foster Group. He works closely with the advisors to serve the needs of our clients, including the development and delivery of financial plans and updates. Brad received his...
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Disaster Recovery
EMPLOYEE PHONE NUMBERS EMPLOYEE NOTIFICATION TREE FOSTER GROUP, INC.Policy for Responding to Disasters and other Contingencies updated November 2007 It is the intent of Foster Group, Inc....
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Jon
« Back JON EVANS is a lifeWealth Advisor with Foster Group. He works closely with the advisors to serve the needs of our clients, including the development and delivery of financial plans and updates. Jon received...
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Client Dinner 2007 Video
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Our Mission
We are catalysts for positive life change, providing financial solutions that reduce complexity and establish a high probability of success. By catalysts, we mean: Working alongside our clients to create energy and momentum toward the attainment...
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Our Values
Integrity We do the right thing, no matter what the cost. We always keep our promises. We always tell each other the truth. Humility We serve the best interest of our clients, ensuring the highest probability of their success. ...
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Life Wealth Donor Advised Fund
At Foster Group we encourage the charitable inclinations of our clients. Whether planning a one time gift to a specific charity or annual gifting to a variety of charities, the lifeWealth™ Donor Advised Fund is an option we are pleased to...
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Erin
« Back ERIN RAMSEY is a Client Services Coordinator with Foster Group. She assists in production and tracking of client paperwork and processing client deposits. Erin graduated from Iowa State University with a major in...
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Professional Designations
Preparation is always an important factor in accomplishing a task, whether that’s cutting down a tree or assisting a client through a complex financial decision. One of the ways we ensure our preparedness to provide sound and...
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Davenport Area Client Appreciation Dinner
Please join us for our annual Davenport Area Client Apprecation Dinner. We are certain you will find this an enjoyable evening of good food, good fellowship and some worthwhile information.
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Des Moines Area Client Appreciation Dinner
Please join us for our annual Client Apprecation Dinner. We are certain this will be a wonderful evening of good food, fellowship and worthwhile information from this year's speaker, Rex Sinquefield.
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Associated Anesthesiologists PC CGD
Please join us for an evening of good food, good fellowship and an informative discussion regarding current markets and their impact on your portfolio and long-term planning strategies.
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Foster Group Breaskfast
CGD for Foster Group Team as part of FGU
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Foster Group Team CGD
FGU Presentation
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Iowa Cubs Game
Please join us for night of food, fun and fellowship will enjoying a great game of Iowa Cubs baseball as the I-Cubs take on the New Orleans Zephyrs. Food will be served starting at 6:30 with the game to begin at 7:05. We will be located in Suites...
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NW Iowa Client Guest Dinner
Please join us for an evening of food, fun and fellowship on Tuesday,June 10th as we spend the evening with our clients and their guests.
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Linn County Anesth. CGD
Please join us for an evening of good food, fun and fellowship as we enjoy dinner wtih our clients and their guests.
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CF/Waterloo Client Guest Dinner
Please join us for an evening of food, fun and fellowship as we join our clients and their guests for dinner.
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CR / Ia City Client Guest Dinner
Please join us for an evening of food, fun and fellowship as we spend the eveing with our clients and their guests.
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Davenport Area Client Guest Dinner
Please join us for an evening of food, fellowship and fun as we spend time with our clients and their guests for the evening.
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Oklahoma City, Client Guest Dinner
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AMC Client Guest Dinner
Join us for an evening of good food and fellowship as we gather with our clients and their guests from AMC.
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Ottumwa Area Client Guest Dinner
Please join us for an evening of good food and fellowship as we join our clients and their guests fromt the Ottumwa area at the new Bridge View Center
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McFarland Client Guest Dinner
Please join us for our annual McFarland/Ames area Client Guest Dinner
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Phoenix Area Client Guest Dinner
Please join us for an evening of food and fellowship. This is an opportunity for us to spend time with our clients and/or guests in a relaxing and enjoyable environment.
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Iowa Stars Hockey Client Outing
Client Night at the Iowa Stars Hockey Game. Join us for dinner ,an exciting game of hockey and some social time.
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Ft Dodge Area Client Guest Dinner
Ft. Dodge Area Client Guest Dinner Appetizers at 6:00 Dinner at 6:30
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Allied Client Guest Dinner
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Pella area client appreciation dinner
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Omaha CB Area Client Guest Dinner
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Sioux City Area Client Guest Dinner
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Pella Area Client Guest Dinner
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Associated Anesth. Client Guest Dinner
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Davenport Area Client Appreciation Dinner
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Pre-Retirement Retreat
Pre-Retirement Weekend Retreat including informative sessions, discussions, question and answer time as well as various social activities to fill your weekend with information and fun.
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McFarland Clinic Golf Outing
Inagural Foster Group Golf and Dinner Charity Event
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Des Moines Area Client Appreciation Dinner
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Foster Group Night at the I-Cubs
Join us for a night of food, fun and baseball at Principal Park as the Iowa Cubs take on the Oklahoma Redhawks. Food will be available starting at 6:30 Please register by June 18th so we can get the tickets mailed out to you in plenty of time.
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Linn County Client Guest Dinner
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NW Iowa Client Guest Dinner
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Cedar Falls/Waterloo Client Guest Dinner