James Lee Laursen
Investment adviser representative at Foster Group, Inc.
23 yearsExperience
1 stateRegistered 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
23 years in the industry.
- Foster Group, Inc.Jan 2025 to now
- Foster Group, Inc.Mar 2022 to Dec 2024
- Veridian Credit UnionAug 2003 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7563591
- Firm CRD
- 107148