Matthew Abels (CRD# 4539689) is an Investment Advisor Representative working at Foster Group, Inc. in West Des Moines, IA and has over 21 years of experience in the finance industry. Matthew Abels has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5749884
Lpl Financial LLC
CRD# 4912538
Ria Advisory Group, LLC
CRD# 4681464
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foster Group, Inc. | West Des Moines, IA | Jan 2020 - Current | 4 |
| Foster Group, Inc. | West Des Moines, IA | Jan 2017 - Jan 2020 | 3 |
| Foster Group, Inc. | West Des Moines, IA | Jan 2016 - Dec 2016 | < 1 |
| Foster Group, Inc. | West Des Moines, IA | Aug 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
- IA
- TX
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Total Assets Under Management3,239MILLIONS
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Total Number of Accounts4,626ACCOUNTS
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Average Account Value$700,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MI, MN, MO, NE, NV, OH, OK, SD, TN, TX, UT, VA, WA, WI
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