Kate P Juelfs
Investment adviser representative at Foster Group, Inc.
13 yearsExperience
1 stateRegistered in
$4.8BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Foster Group, Inc.Jan 2020 to now
- Foster Group, Inc.Jan 2017 to Dec 2019
- Foster Group, Inc.Dec 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (IA).
Foster Group, Inc.
$4.8BAssets managed
2,101Clients
58Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5254476
- Firm CRD
- 107148