Matt Moklestad (AIF®, CFP®, CIMA®, MBA)

Matt Moklestad focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals

Planning Specialties

Matt Moklestad is a Lead Advisor at Foster Group and is passionate about helping individuals and nonprofits make wise decisions that align with their goals. He also serves on Foster Group’s Investment Strategy Group and Investment Committee. Before joining Foster Group, Matt spent six years at Principal Financial Group and started in investment operations. He finished his time there as an Internal Regional Consultant for Principal Global Investors, where he helped financial advisors meet their clients’ investment goals.

Matt completed his MBA in 2014, at Drake University and became a CERTIFIED FINANCIAL PLANNER™ in 2017. Before attending Drake, he completed his Bachelor’s degree in Marketing and Management at Grand View University.

Additional Information

Growing up in Des Moines, I was fortunate to have built many lasting friendships over the years. I got to know my best friend and wife, Tracy, while in college. We got married in 2012, and now have three boys, Sawyer, Everett, and Levi. I love being a dad!

Here are some other facts about me:                            

  • Financial planning and investments are truly a passion of mine. I love my work, and I enjoy keeping up on these topics in my free time.
  • I’m passionate about music. Primarily, I play electric guitar and most often play at my local church.
  • I love a cup of coffee and a good book
  • My teams are the Iowa State Cyclones and the Green Bay Packers.
  • I like being outdoors on my family’s small acreage just outside of town.

With family, kids, work, and other activities, life is very full. I continue to see the benefit of revisiting what I truly value and making sure my time, thoughts, and resources are aligned with those things.

Foster Group is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

NAPFA Start Date

January 16, 2019

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This Office

6601 Westown Parkway Suite 100 West Des Moines, IA 50266-7731 Phone: (515) 226-9000