Jake Kinnetz is a Client Service Specialist and works closely with the Client Service Team and Associate Advisors to serve the needs of Foster Group’s clients. In this role, Jake acts as the liaison between Foster Group and the custodians of client accounts. He assists in the production and tracking of documents for our clients, including opening new accounts, transferring money between accounts, and processing client deposits and distributions.
Before joining Foster Group, Jake worked as a Case Manager for a financial group in St. Paul, MN. In this role, he retained relationships with clients by being a main point of contact on behalf of the advisors, actively managing clients’ investment portfolios utilizing his Series 7 License, and ensuring clients’ financial needs and questions were taken care of proficiently. Jake graduated from the University of Iowa with a BBA in Finance and a Risk Management and Insurance Certificate.
I was born and raised in Waterloo, IA, and have been an Iowa Hawkeye fan my entire life. After fulfilling my childhood dream of graduating from the University of Iowa, I decided to move to the Twin Cities to help plant an on-campus ministry, The Salt Company, at the University of St. Thomas. On this church plant, I met my wife, and we decided to move to the great state of Iowa. In my free time I enjoy serving my local church, spending quality time with family and friends, working out, golfing, biking, and being outdoors.
The financial services industry is appealing to me because every day I have a unique opportunity to serve clients and individuals in an extraordinary way. It’s beyond great to work for a company like Foster Group that is client focused, mission driven, forward looking, and most importantly – where the company core values align with my own.
University of Iowa, BBA Finance
Risk Management and Insurance Certificate