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.
Nathan Glen Buckallew
- Title
- Portfolio Management Associatereportedfostergrp.comfirm site, Sep 15, 2026
- Designations
- MBAreportedfostergrp.comas printed on the bio page, Sep 16, 2026
- Professional profile
- fostergrp.com/team/nathan-buckallewreportedfostergrp.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 Mar 9, 2026 · West Des Moines, Ia
- Merkle Retirement Planning independent RIANov 25, 2024 to Feb 4, 2026 · Grimes, Ia
- Merkle Retirement Planning to Foster Group, Inc.left Feb 4, 2026, registered Mar 9, 2026 (33 days) · RIA to RIA
- Nathan Glen Buckallew left Merkle Retirement Planning for Foster Group, Inc. (registered 2026-03-09)Feb 4, 2026 · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address