Michael James Westphal
Investment adviser representative at Foster Group, Inc.
11 yearsExperience
1 stateRegistered in
CFADesignation
$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.
- Foster Group, Inc.Dec 2021 to now
- Pma Financial Network, LLCApr 2020 to Dec 2021
- Miles Capital, Inc.May 2015 to Mar 2020
Designations
- CFA
Exams passed
No exams in this record.
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
- 7263351
- Firm CRD
- 107148