DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant28 years in industry

ROBERT GREGORY ANNEXSTAD

Advisor at FOSTER GROUP, INC.

WEST DES MOINES, IA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aa5f9dd0-98e5-6042-4879-9eb1fc68ccde

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 28, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FOSTER GROUP, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65|S63
First exam: Mar 25, 1999
First registration: Sep 28, 2004
Dual registered: no
Other names: BOB ANNEXSTAD
IAPD individual key: 3159718

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOSTER GROUP, INC.	Independent wealth	Jul 17, 2025	n/a	yes	WEST DES MOINES, IA	Current employment
PRINCIPAL ADVISED SERVICES	Bd affiliated wealth	Aug 28, 2024	Jul 8, 2025	no	W DES MOINES, IA	Previous registration
PRINCIPAL ASSET MANAGEMENT	Other adviser	Aug 3, 2006	Mar 16, 2007	no	DES MOINES, IA	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Sep 28, 2004	Nov 26, 2023	no	DES MOINES, IA\|DES MOINES, IA\|DES MOINES, IA\|DES MOINES, IA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRINCIPAL ADVISED SERVICES	FOSTER GROUP, INC.	Jul 8, 2025	Jul 17, 2025	9	Firm change	Ibd to RIA
PRINCIPAL SECURITIES, INC.	PRINCIPAL ASSET MANAGEMENT	Nov 26, 2023	Aug 3, 2006	-6,324	Firm change after gap	Other
PRINCIPAL ASSET MANAGEMENT	PRINCIPAL ADVISED SERVICES	Mar 16, 2007	Aug 28, 2024	6,375	Firm change after gap	Other

Relationships

Registered with (4)

→ FOSTER GROUP, INC.Registered adviserregistration: current employment
Jul 17, 2025 to presentfactForm ADV
→ PRINCIPAL ADVISED SERVICESRegistered adviserregistration: previous registration
Aug 28, 2024 to Jul 8, 2025factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Sep 28, 2004 to Nov 26, 2023factForm ADV
→ PRINCIPAL ASSET MANAGEMENTRegistered adviserregistration: previous registration
Aug 3, 2006 to Mar 16, 2007factForm ADV

Dated events

Occurred
Jul 8, 2025
Advisor changed firm
Robert Gregory Annexstad left Principal Advised Services for Foster Group, Inc. (registered 2025-07-17)
Form ADVobserved 6 days ago
Occurred
Nov 26, 2023
Advisor changed firm
Robert Gregory Annexstad left Principal Securities, Inc. for Principal Asset Management (registered 2006-08-03)
Form ADVobserved 6 days ago