Robert G. Annexstad

FOSTER GROUP

West Des Moines, IA 50266

Some features on this profile are disabled

CRD#: 3159718

Professional summary

Robert Gregory Annexstad, CFP®, who also goes by Bob Annexstad, is a registered financial advisor currently at FOSTER GROUP, INC. located in West Des Moines, Iowa.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Annexstad

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

**PRINCIPAL ADVISED SERVICES POSITION: Assistant Director NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/23/2024 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: I oversee reps of Principal Advised Services IAR, that offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest. **PRINCIPAL BANK POSITION: Assistant Director NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/28/2000 ADDRESS: 292 S. 84th Street, West Des Moines IA 50266, United States DESCRIPTION: Principal role includes accountability for sales of Bank deposit products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Gregory Annexstad's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

July 17, 2025 - Present

FOSTER GROUP, INC.

Office #1: 6601 Westown Parkway Suite 100, West Des Moines, IA 50266

RIA

CRD#: 107148

West Des Moines, IA

Past

August 28, 2024 - July 8, 2025

PRINCIPAL ADVISED SERVICES

RIA

CRD#: 297324

W DES MOINES, IA

Past

March 16, 2007 - November 26, 2023

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

DES MOINES, IA

Past

August 3, 2006 - March 16, 2007

PRINCIPAL ASSET MANAGEMENT

RIA

CRD#: 109002

DES MOINES, IA

Past

September 28, 2004 - August 4, 2006

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

DES MOINES, IA

Past

March 10, 2000 - July 8, 2025

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

March 2, 1999 - December 16, 1999

D.M. KELLY & COMPANY

CRD#: 38770

DES MOINES, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FOSTER GROUP, INC.

FOSTER CAPITAL MANAGEMENT INC | FOSTER GROUP, INC.

CRD#: 107148 / SEC#: 801-38507

RIA

Registered Investment Advisory firm - (5/30/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(7/17/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/27/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/25/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/1/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 1/19/2004

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/14/2003

General Securities Principal Examination

Current Firm

FOSTER GROUP, INC.

FOSTER CAPITAL MANAGEMENT INC | FOSTER GROUP, INC.

CRD#: 107148 / SEC#: 801-38507

RIA

Registered Investment Advisory firm - (5/30/1991 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6601 Westown Parkway Suite 100, West Des Moines, IA 50266

Mailing Address

Phone number

(515) 226-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART IIA FOSTER GROUP, INC. (6/17/2025)

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	Cover Page	Report
09/16/2024	Cover Page	Report
01/22/2024	Cover Page	Report
11/23/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Rajpreet Sangha

PRINCIPAL SECURITIES, INC.

IAR

Tracy, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert G. Annexstad

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Gregory Annexstad's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRINCIPAL ADVISED SERVICES

PRINCIPAL SECURITIES, INC.

PRINCIPAL ASSET MANAGEMENT

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

D.M. KELLY & COMPANY

Primary Firm SEC Registration

FOSTER GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/27/2004

Series 63

Date: 3/25/1999

SIE

Date: 10/1/2018

Series 7

Date: 3/1/1999

Series 51

Date: 1/19/2004

Series 24

Date: 11/14/2003

Current Firm

FOSTER GROUP, INC.

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FOSTER GROUP, INC.

TRUST BUT VERIFY

Similar Advisors