Cole Foster (CRD# 6155851) is an Investment Advisor Representative working at Generations Wealth Design in Topeka, KS and has over 6 years of experience in the finance industry. Cole Foster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1186862
Proactive Capital Management, Inc.
CRD# 5479226
Cambridge Investment Research Advisors, Inc.
CRD# 6399978
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foster Capital Management Inc. Dba Generations Wealth Design | Topeka, KS | Jan 2023 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2020 - Jan 2023 | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2020 - Jan 2023 | 2 |
| Mariner Wealth Advisors | Overland Park, KS | Mar 2018 - May 2020 | 2 |
| Mariner Wealth Advisors | Leawood, KS | May 2016 - Mar 2018 | 1 |
| Kansas State University | Manhattan, KS | Aug 2013 - May 2016 | 2 |
| Foster Financial | Topeka, KS | Jan 2013 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
| S63 | Uniform Securities State Law Examination | Jun 2020 |
- KS
- TX
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts309ACCOUNTS
-
Average Account Value$108,712
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
KS, TX
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