RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Mathew David Stagner
- Title
- Certified Private Wealth Advisor (CPWA®)reportedfostergrp.comfirm site, Sep 15, 2026
- Designations
- CFP, ChFC, AIF, CPFA, ChSNC, MBAreportedfostergrp.comas printed on the bio page, Sep 16, 2026
- Professional profile
- fostergrp.com/team/matt-stagnerreportedfostergrp.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Foster Group, Inc. independent RIA currentsince Dec 21, 2023 · West Des Moines, Ia
- Voya Financial Advisors, Inc. BD affiliatedAug 14, 2015 to Oct 10, 2023 · Windsor, Ct
- Principal Securities, Inc. BD affiliatedApr 20, 2005 to Nov 17, 2010 · Des Moines, Ia
- Voya Financial Advisors, Inc. to Foster Group, Inc.left Oct 10, 2023, registered Dec 21, 2023 (72 days) · Affiliated broker-dealer or bank to independent RIA
- Principal Securities, Inc. to Voya Financial Advisors, Inc.left Nov 17, 2010, registered Aug 14, 2015 (1731 days) · Other
- Mathew David Stagner left Voya Financial Advisors, Inc. for Foster Group, Inc. (registered 2023-12-21)Oct 10, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address