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Cathy Lynn Foster

Advisor at OSAIC — Terre Haute, IN Ohio Blvd

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

7 years

Location

Terre Haute, IN 47803

OSAIC logo

OSAIC

Institution

Total advisors

7,828

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Cathy Foster is a financial advisor at OSAIC with seven years of industry experience. She holds the Series 63, 65, and 66 designations and previously worked at Woodbury Financial Services Inc. Foster operates an eBay business selling new children's clothing and volunteers on the allocation committee for the Vigo County Education Foundation, reviewing grant applications for local educators. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage diversified portfolios.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Terre Haute, IN Ohio Blvd

2901 Ohio Blvd, Suite 145

Terre Haute IN 47803

Advisors at this office

2

Most active in

Indiana

Work history

7 years of industry experience

OSAIC

2024 - Present • 2 years

Terre Haute, IN

Woodbury Financial Services Inc

2021 - 2024 • 3 years

Terre Haute, IN

STAY-AT-HOME-MOM

2011 - Present • 15 years

Terre Haute, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Donald E

CFA®

Terre Hute, IN

Wabash Capital, Inc.

Donald Edwards is a CFA® charterholder with 27 years of industry experience, currently serving at Wabash Capital, Inc. since 1997. He is based in Terre Haute, IN, and is part of a four-advisor team. Wabash Capital provides discretionary investment management to a diverse client base including individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build risk-based, diversified portfolios with an emphasis on low turnover and tactical adjustments guided by market valuation metrics such as the cyclically-adjusted price-earnings (CAPE) ratio.

Wealth management Passive / index investing Active portfolio management
user avatar

John C

Series 63, Series 65, Series 66

Terre Haute, IN

Spyglass Investment Management

John Cristee is a financial advisor at Spyglass Investment Management with 25 years of industry experience. He has held his current position at Spyglass since 2000. Cristee holds the Series 63, Series 65, and Series 66 designations. Spyglass Investment Management provides personalized financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-high-net-worth clients, with an investment approach focused on asset allocation using no-load mutual funds, equities, fixed income, ETFs, and municipal securities.

College savings (529s, UTMA, etc.) General retirement planning
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Jon B

Series 65

Terre Haute, IN

Spyglass Investment Management

Jon Beardsley is a financial advisor at Spyglass Investment Management in Terre Haute, IN, with 25 years of industry experience. He has been with Spyglass since 2000 and holds a Series 65 designation. Spyglass Investment Management provides personalized financial planning and portfolio management to individual clients, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, with an investment approach emphasizing asset allocation through no-load mutual funds, equities, fixed income, ETFs, and municipal securities.

College savings (529s, UTMA, etc.) General retirement planning
user avatar

Brock O

Series 65

Terre Haute, IN

Spyglass Investment Management

Brock Oxford is a financial advisor at Spyglass Investment Management with a Series 65 credential and three years of industry experience. His prior work includes roles at State Farm Insurance and ownership of Spring Clean Car Wash. Spyglass Investment Management provides personalized financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, focusing on asset allocation and using a range of investment vehicles including mutual funds, equities, fixed income, ETFs, and municipal securities.

College savings (529s, UTMA, etc.) General retirement planning
user avatar

Gene G

CFP®, Series 63

Terre Haute, IN

Creative Financial Designs, Inc.

Gene Griffin is a CFP® with 31 years of industry experience, currently serving as an advisor at Creative Financial Designs, Inc. in Terre Haute, IN. He has been with the firm since 2001 and also has a long tenure with Capital Planning Systems dating back to 1987. Outside of his advisory role, Griffin is chairman of the board for Shepherds of Griffin Bike Park, Inc., a nonprofit organization. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations and offers a range of strategies, including Biblical Responsible Investing, supported by research from major financial institutions.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Michael H

Series 63, Series 66

Terre Haute, IN

&PARTNERS

Michael Hambrock is a financial advisor with \u0026Partners who holds the Series 63 and Series 66 licenses and has 40 years of industry experience. Prior to joining \u0026Partners in 2024, he worked for Wells Fargo Advisors and related entities from 2009 to 2024. Outside of his advisory work, Hambrock teaches tennis and pickleball at the Terre Haute Tennis and Pickleball Club. \u0026Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing both proprietary models and third-party solutions along with fundamental, technical, and quantitative analysis in portfolio management.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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