Foster Financial Services, LLC: applying for SEC registration, Fort Wayne, IN
Foster Financial Services, LLC (Fort Wayne, Indiana): applying for SEC registration, Fort Wayne, IN. Dated 79 days ago, it serves as a historical benchmark. Score 35/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 8 published fields of this record are shown below. Locked: 10 related IN NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Foster Financial Services, LLC |
| Legal name | Foster Financial Services, LLC |
| CRD | 343491 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-08-17 |
| Latest Form ADV filing | 2026-08-17 |
| Location | Fort Wayne, IN, United States |
| Employees | 3 |
| Peer records CSV (11 IN records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-17
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Foster Financial Services, LLC and 11 Indiana peers
- Indiana NewRiaPulse records like this one: 11
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Indiana peer: $2,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
35 / 100 Score
- Still in the approval window: vendors not yet chosen.
What is the NewRiaPulse record for Foster Financial Services, LLC in Fort Wayne, Indiana?
Foster Financial Services, LLC applied for SEC registration as an investment adviser (2026-08-17), based in Fort Wayne, IN.
How does Foster Financial Services, LLC compare to other Indiana NewRiaPulse records?
It is 79 days old; check the official source for later updates before acting. Its Score of 35/100 is modest; treat it as background rather than a priority.
Foster Financial Services, LLC vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Foster Financial Services, LLC | Fort Wayne, IN | 2026-08-17 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.