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Gregory J. Olsen
FOSTER GROUP
West Des Moines, IA 50266
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CRD#: 4787249
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Professional summary
Gregory John Olsen, CFP®, who also goes by Buck John Olsen, is a registered financial advisor currently at FOSTER GROUP, INC. located in West Des Moines, Iowa.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Gregory has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Buck John Olsen
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.
Since September of 2011 Mr. Olsen has been a minority Shareholder of Orchestrate, LLC. He does not have any involvement in the day to day operations of the entity. Mr. Olsen spends less than a quarter of an hour per week on this endeavor. Orchestrate, LLC. is a privately held company that develops and sells software applications that aid in the processing of workflow through a client database. Orchestrate, LLC. is unrelated to Foster Group, Inc. and is not considered an investment-related entity. Orchestrate, LLC. is located at 3737 Woodland Ave Suite 420, West Des Moines, IA 50266.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory John Olsen's 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®
Experience
Current
April 8, 2004 - Present
FOSTER GROUP, INC.
Office #1: 6601 Westown Parkway Suite 100, West Des Moines, IA 50266RIA
CRD#: 107148
West 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".
FG
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
Illinois(5/1/2009)
IAR
Iowa(4/8/2004)
IAR
Nebraska(3/27/2009)
Exams
Current Firm
FG
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
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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
85
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FOSTER GROUP, INC.
CRD#: 107148West Des Moines, IA 50266TRUST BUT VERIFY
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