Chief Compliance Officer, Chief Operations Officer · Foster Group, Inc.
Kate P Juelfs
CRD 5254476 · Named on Form ADV at one SEC-registered adviser
At a glance
Foster Group, Inc., an SEC-registered wealth manager based in West DES Moines, IA with $4.8 billion in regulatory assets, lists Kate P Juelfs on its Form ADV as Chief Compliance Officer, Chief Operations Officer, a control person.
Firms and roles
- Foster Group, Inc.Chief Compliance Officer, Chief Operations OfficerWealth manager · West DES Moines, IA · $4.8B in regulatory assets
AtlasMembers
Kate’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (11)
- Mark A. StadtlanderOwner, Foster Group, Inc.
- Kent A. KramerChief Investment Officer, Board Member, Foster Group, Inc.
- Gregory J. OlsenChief Executive Officer, Board Member, Foster Group, Inc.
- Travis J. RychnovskyChief Growth Officer, Foster Group, Inc.
- Bradley D. RempeSenior Lead Advisor, Board Member, Foster Group, Inc.
6 more people named with Kate on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kate’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.