AG
Amy L. Gonder
FOSTER GROUP
West Des Moines, IA 50266
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CRD#: 7356615
AG
Professional summary
Amy L Gonder, who also goes by Amy Gonder, Amy L Larson, is a registered financial advisor currently at FOSTER GROUP, INC. located in West Des Moines, Iowa.
Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Amy has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amy Gonder | Amy L Larson
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.
1. Ollie and Co, Not Investment-related, 8220 43rd Ave, Prole, IA, USA, 50229, 100% Owner, Start Date: 04/01/2019, 2 hrs per week, 0 trading hrs per week, Owner, Duties: Create and promote products sold. 2. RACE WORKER, PREMIER EVENT MANAGEMENT, 505 S AL DAVIS RD STE A, HARAHAN, , LOUISIANA, 70123, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 09/21/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, WORKING RUNNING RACE ON SITE. RACE PARTICIPANT CHECK-IN, CHIP TIMING, FOOD SET UP, ETC. 3. Coach, CrossFit 50211, 399 Hakes Dr, Norwalk, IA 50211, NOT investment related, Fitness, 10/2023, 8 hours/month, 0 hours during business/trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Amy L Gonder'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®
NoneExperience
Current
March 26, 2024 - Present
FOSTER GROUP, INC.
Office #1: 6601 Westown Parkway Suite 100, West Des Moines, IA 50266RIA
CRD#: 107148
West Des Moines, IA
Past
May 27, 2022 - October 20, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
W 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
Iowa(3/26/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 5/27/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
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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