Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
6 years
Location
Auburn, IN 46706-9595
Edward Jones
Institution
David Foster is a financial advisor with Edward Jones in Auburn, IN, holding the CFP® designation and Series 66 license. He has six years of industry experience, including roles at Edward Jones since 2020 and prior work at The Baldus Company and Guitar Center. Outside of finance, he provides individual guitar instruction on a part-time basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Auburn, IN Shook Dr
1564 Shook Dr
Auburn IN 46706-9595
Advisors at this office
1
Indiana
6 years of industry experience
Edward Jones
2020 - Present • 6 years
St Louis, MO
Guitar Center
2019 - 2019 • 1 year
Fort Wayne, IN
The Baldus Company
2018 - 2020 • 2 years
Fort Wayne, IN
SELF EMPLOYED
2016 - Present • 10 years
Auburn, IN
Ambassador Enterprises
2015 - 2018 • 3 years
Fort Wayne, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Auburn, IN
Mid Michigan Insurance and Financial Services LLC
Jeremy Watson is a financial advisor with Mid Michigan Insurance and Financial Services LLC in Auburn, IN, holding a Series 66 designation and six years of industry experience. He has worked at Regal Investment Advisors, LLC and American Senior Benefits since 2019, and previously at Bankers Life and Casualty from 2015 to 2019. Outside of his advisory role, he serves as a branch manager for American Senior Benefits. Mid Michigan Insurance and Financial Services is a small, two-advisor firm providing investment advisory and financial planning services to individuals, trusts, companies, and pension plans. The firm operates primarily on a non-discretionary basis, offering managed model-portfolio solutions through third-party managers, and integrates fundamental, technical, and cyclical analysis in its investment approach.
CFP®, Series 63, Series 65
Fort Wayne, IN
Wealth Advisors Group
Joseph Dewald is a CFP® professional with 25 years of experience in the financial industry. He has been with Wealth Advisors Group since 2000 and previously worked with LPL Financial LLC for 17 years. Outside of his advisory role, he is involved with a general agency for insurance business and maintains a real estate rental activity related to a professional office building. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing dynamic risk management and tactical asset allocation using mutual funds, ETFs, and individual equities.
CFP®
Fort Wayne, IN
Wealth Advisors Group
Daniel Mckeeman is a CFP® at Wealth Advisors Group in Fort Wayne, IN, with several years of industry experience dating back to 2019. His work history includes multiple roles at Wealth Advisors Group as well as a position at Ash Brokerage. Wealth Advisors Group offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, small business owners, retirees, pension plans, and charitable organizations. The firm emphasizes risk management and tactical asset allocation, utilizing a range of investment vehicles and model portfolios, including those supported by BlackRock Fund Advisors’ Aladdin® Platform.
CFP®, Series 63, Series 65
Fort Wayne, IN
Wealth Advisors Group
Patrick O'Connell is a CFP® with 19 years of industry experience, currently serving as an advisor at Wealth Advisors Group since 2014. He previously worked at LPL Financial LLC for 12 years. Outside of his advisory role, O'Connell is a board member of The Lighthouse Life Recovery Home in Fort Wayne, IN. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm emphasizes dynamic risk management and tactical asset allocation, utilizing mutual funds, ETFs, and individual equities, and incorporates third-party independent managers in its investment approach.
CFP®, Series 66
Fort Wayne, IN
Wealth Advisors Group
Alex Budzon is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wealth Advisors Group since 2013. He previously worked at LPL Financial from 2013 to 2017. Budzon is a board member of the Mad Anthonys Foundation, a nonprofit organization. Wealth Advisors Group provides financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm employs dynamic risk management and tactical asset allocation strategies, utilizing mutual funds, ETFs, and individual equities, and oversees independent managers and model portfolios as part of its investment approach.
CFP®, Series 66
Fort Wayne, IN
Wealth Advisors Group
Austin Thoms is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He currently works at Wealth Advisors Group and previously held roles at Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of his advisory work, he serves as a volunteer deacon on the stewardship team at Northeast Christian Church and hosts a podcast titled "2300 Reasons Why." Wealth Advisors Group provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, small business owners, retirees, pension plans, and charitable organizations. The firm employs strategic and tactical asset allocation with periodic rebalancing, using a broad range of investment options, including model portfolios supported by BlackRock Fund Advisors’ Aladdin® Platform.
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