Nathan Glen Buckallew
Investment adviser representative at Foster Group, Inc.
11 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
11 years in the industry.
- Foster Group, Inc.Feb 2026 to now
- Merkle Retirement PlanningSep 2024 to Feb 2026
- Davis & Reed HomesMay 2024 to Aug 2024
- Concord UniversityJul 2023 to May 2024
- Northwestern Mutual Wealth Management CompanySep 2022 to Jul 2023
- Northwestern Mutual Investment Services LLCJul 2022 to Jul 2023
- Edward McgillJun 2022 to Jul 2023
- Jay WolvertonAug 2021 to Jul 2022
- Northwestern Mutual Life Insurance CompanyFeb 2021 to Jun 2021
- Northwestern Mutual Investment Services LLCJan 2021 to Jun 2021
- Kimmy SchimekJan 2021 to May 2021
- 1800gotjunkMay 2020 to Aug 2020
- Team Elite LLCMay 2018 to Aug 2019
- StudentAug 2017 to Jul 2023
- Bliss Events and StaffingNov 2016 to May 2019
- UnemployedDec 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
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
- 7328917
- Firm CRD
- 107148