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Brent M. Foster

NORTHBOUND WEALTH
Indianapolis, IN 46260
Some features on this profile are disabled
CRD#: 5054998
BF

Professional summary

Brent Michael Foster is a registered financial advisor currently at NORTHBOUND WEALTH located in Indianapolis, Indiana.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brent has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Brent Foster is the Founder & CEO of Foster & Friends LLC where he offers a podcast show and marketing consulting services. This accounts for up to less than 5% of his time. Brent Foster is the Owner/CEO of Northbound Stories, LLC where he is an author of children's books. This activity accounts for less than 5% of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Michael Foster'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®
None

Experience

Current

October 29, 2020 - Present

NORTHBOUND WEALTH

Office #1: 9247 N. Meridian Street Suite 206, Indianapolis, IN 46260
RIA
CRD#: 311107
Indianapolis, IN
Past

April 7, 2017 - October 27, 2020

INDIE ASSET PARTNERS, LLC

RIA
CRD#: 154503
INDIANAPOLIS, IN
Past

October 1, 2012 - April 13, 2017

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
CARMEL, IN
Past

October 1, 2012 - April 13, 2017

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
CARMEL, IN
Past

November 10, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
FISHERS, IN
Past

November 10, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
FISHERS, IN
Past

March 24, 2009 - October 15, 2009

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
INDIANAPOLIS, IN
Past

March 24, 2009 - October 15, 2009

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
INDIANAPOLIS, IN
Past

December 16, 2008 - January 8, 2009

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
INDIANAPOLIS, IN
Past

November 13, 2008 - January 8, 2009

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
INDIANAPOLIS, IN

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
Indiana
(10/29/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/15/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/13/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/12/2008
General Securities Representative Examination

Current Firm

NW
NORTHBOUND WEALTH
NORTHBOUND WEALTH | NORTHBOUND WEALTH MANAGEMENT LLC

CRD#: 311107 / SEC#:

Indiana
Registered Investment Advisory firm - (9/28/2020 Approved)
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Contact information

Main Address
9247 N. Meridian Street Suite 206, Indianapolis, IN 46260
Mailing Address
Phone number
(317) 399-1107
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts211
AUM (Assets Under Management)$ 40,159,031

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.

Company Information

NORTHBOUND WEALTH

CRD#: 311107Indianapolis, IN 46260

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