Geoffrey R. Christy
Professional summary
Geoffrey Robert Christy, who also goes by Geoff Christy, is a registered financial advisor currently at FOSTER GROUP, INC. located in West Des Moines, Iowa.
Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Geoffrey has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Geoffrey Robert Christy's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 5, 2021 - Present
FOSTER GROUP, INC.
Office #1: 6601 Westown Parkway Suite 100, West Des Moines, IA 50266October 3, 2007 - July 27, 2020
PRINCIPAL SECURITIES, INC.
July 7, 1995 - July 27, 2020
PRINCIPAL SECURITIES, INC.
Primary Firm SEC Registration
FOSTER GROUP, INC.
CRD#: 107148 / SEC#: 801-38507
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/5/2021)
Exams
Current Firm
FOSTER GROUP, INC.
CRD#: 107148 / SEC#: 801-38507
Contact information
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,481 |
| AUM (Assets Under Management) | $ 3,542,998,153 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/18/2025 | ||
| 09/16/2024 | ||
| 01/22/2024 | ||
| 11/23/2022 |
Red Flags
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Company Information
FOSTER GROUP, INC.
CRD#: 107148West Des Moines, IA 50266TRUST BUT VERIFY
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