Mathew D. Stagner

FOSTER GROUP

West Des Moines, IA 50266

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CRD#: 4493208

Professional summary

Mathew David Stagner, AIF®, CFP®, ChFC®, who also goes by Matt Stagner, is a registered financial advisor currently at FOSTER GROUP, INC. located in West Des Moines, Iowa.

Mathew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Mathew has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Stagner

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.

NAME OF ENTITY: WATERBURY NEIGHBORHOOD ASSOCIATION; No; PO Box 12054; DES MOINES; IA; 50312; neighborhood association- not for profit group; TREASURER; 4/1/2017; 10; 0; Collect dues, pay invoices, report on board finances.| NAME OF ENTITY: SB Nation- Arrowhead Pride; No; 752 52nd St; Des Moines; IA; 50312; NFL fan blog for the Kansas City Chiefs; Senior Contributor; 8/1/2021; 8; 0; I write a couple of weekly articles and participate in a podcast.| NAME OF ENTITY: Public Speaking; No; 752 52nd St, Des Moines, IA 50312; Featured speaker on educational topics largely related to the disability community, government benefits, caring for aging loved ones, special needs planning; featured speaker; No relationship; 10/10/2023; Under 5; 0; Featured speaker|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mathew David Stagner'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2005

ChFC^®

Chartered Financial Consultant

Experience

Current

December 21, 2023 - 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 14, 2015 - October 10, 2023

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

Windsor, CT

Past

August 12, 2015 - October 10, 2023

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

Windsor, CT

Past

January 9, 2012 - August 3, 2015

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

January 9, 2012 - August 3, 2015

PRINCIPAL FUNDS DISTRIBUTOR, INC.

CRD#: 43261

DES MOINES, IA

Past

April 20, 2005 - November 17, 2010

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

DES MOINES, IA

Past

March 7, 2005 - November 30, 2010

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

February 24, 2004 - February 7, 2005

NATIONS FINANCIAL GROUP, INC.

CRD#: 44181

CEDAR RAPIDS, IA

Past

March 12, 2002 - November 18, 2003

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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
(12/21/2023)

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

Series 63

Date: 3/14/2002

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: 3/11/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/23/2007

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)

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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.

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Advisor Monitoring

Firm Stability Insights

Mathew D. Stagner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mathew David Stagner's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL FUNDS DISTRIBUTOR, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

NATIONS FINANCIAL GROUP, INC.

EDWARD JONES

Primary Firm SEC Registration

FOSTER GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/14/2002

SIE

Date: 10/1/2018

Series 7

Date: 3/11/2002

Series 24

Date: 7/23/2007

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

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