Max Harrison Simmons
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.Jan 2026 to now
- Foster Group Inc.May 2025 to Aug 2025
- AirlinerDec 2024 to Dec 2025
- Foster Group Inc.May 2024 to Aug 2024
- Tippie College of BusinessAug 2023 to Dec 2025
- Earl May Garden CentersMay 2023 to Aug 2023
- University of IowaAug 2022 to Dec 2025
- Legacy Golf ClubAug 2021 to Aug 2022
- YmcaOct 2020 to May 2021
- Waukee High SchoolAug 2018 to May 2022
- Waukee Middle SchoolAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 8243240
- Firm CRD
- 107148