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Brittany Ellen Heard

Investment adviser representative at Foster Group, Inc.
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$4.8BFirm assets

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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

11 years in the industry.

  1. Foster Group, Inc.Aug 2015 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 4 states (IA, IL, NE, TX).

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
6230341
Firm CRD
107148
Advisor's SEC record (opens in a new tab)
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