Caitlin Jean Clemons
Investment adviser representative at Foster Group, Inc.
17 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
17 years in the industry.
- Foster Group, Inc.Jul 2026 to now
- Stifel, Nicolaus & Company, IncorporatedSep 2025 to Jul 2026
- Charter BankMay 2024 to Sep 2025
- InsightJun 2023 to Aug 2023
- University of IowaJan 2023 to May 2024
- Hills Bank and Trust CompanyNov 2022 to May 2024
- Harbor FreightSep 2021 to May 2022
- Kirkwood Community CollegeAug 2021 to Dec 2022
- Elm Crest Retirement CommunitySep 2020 to Aug 2021
- Dairy QueenJun 2019 to Feb 2021
- Harlan Community School DistrictAug 2009 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8169635
- Firm CRD
- 107148