Cole FosterCRD Number: 6155851
Current Firm: Cambridge Investment Research Advisors, Inc.
Cole Foster (CRD# 6155851) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Topeka, KS and has over 4 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.
Proactive Capital Management, Inc.
Cambridge Investment Research Advisors, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||May 2020 - Current||1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||May 2020 - Current||1|
|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|
|Fort Hays State University||Hays, KS||Aug 2012 - May 2013||< 1|
|Shawnee Co Parks & Rec||Topeka, KS||May 2012 - Aug 2012||< 1|
|Shawnee Heights High School||Tecumseh, KS||Aug 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2017|
|S63||Uniform Securities State Law Examination||Jun 2020|
Total Assets Under Management68,505MILLIONS
Total Number of Accounts337,618ACCOUNTS
Average Account Value$202,907
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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