Stacie A. Neussendorfer

FOSTER GROUP

OMAHA, NE 68154

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CRD#: 5573660

Professional summary

Stacie A Neussendorfer, CFP®, who also goes by Stacie Anne Olson, is a registered financial advisor currently at FOSTER GROUP, INC. located in Omaha, Nebraska.

Stacie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Stacie has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stacie Anne Olson

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.

Morning Star Lutheran Church Ministry Investment Committee Investment-related = somewhat -- have an endowed fund that is invested and we make grants and give scholarships from it 331 S. 85th Avenue, Omaha, NE 68114 Religious Committee Chair Volunteer 06/2022 start date became Chair of the Committee 06/2023 hours/month = less than 1 0 hours during securities trading hours I chair the committee, run meetings, bring grant requests to the committee, review investment account with committee and arrange reviews with investment advisor, prepare report for church council of committee's business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacie A Neussendorfer'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

Start date: 2006

Experience

Current

March 22, 2018 - Present

FOSTER GROUP, INC.

Office #1: 14301 Fnb Parkway Suite 207, Omaha, NE 68154

RIA

CRD#: 107148

OMAHA, NE

Past

December 19, 2013 - December 31, 2017

FORESIDE FUND SERVICES, LLC

CRD#: 46106

OMAHA, NE

Past

October 3, 2012 - November 25, 2013

MSEC, LLC

CRD#: 154327

OMAHA, NE

Past

February 14, 2011 - October 4, 2012

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

OMAHA, NE

Past

September 23, 2008 - February 11, 2011

QA3 FINANCIAL CORP.

CRD#: 14754

OMAHA, NE

Past

August 1, 2008 - November 25, 2013

MARINER WEALTH ADVISORS

RIA

CRD#: 109904

OMAHA, NE

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
(3/22/2018)

IAR

Nebraska
(3/26/2018)

IAR

South Dakota
(9/18/2018)

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: 10/22/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/22/2008

General Securities Representative 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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Stacie A. Neussendorfer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacie A Neussendorfer's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

MSEC, LLC

SECURITIES SERVICE NETWORK, LLC

QA3 FINANCIAL CORP.

MARINER WEALTH ADVISORS

Primary Firm SEC Registration

FOSTER GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/22/2008

SIE

Date: 12/31/2017

Series 7

Date: 9/22/2008

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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