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Charles Edward Foster

Advisor at Cetera — Shabbona, IL

Updated today

Credentials

Series 63, Series 65

Experience

20 years

Location

Shabbona, IL 60550

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,124 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Charles Foster is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera since 2006. Foster also operates Foster's Financial Management, LLC, and is involved in tax preparation and business consulting through Foster Tax & Accounting, LLC. Outside of his advisory role, he serves as a finance council member at St. James Church and participates in local charitable activities with the St. James Knights of Columbus. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supported by a nationwide network of over 10,000 advisors.

Client services

Based on Cetera

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

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Shabbona, IL

311 West Comanche Avenue

Shabbona IL 60550

Advisors at this office

2

Most active in

Illinois

Work history

20 years of industry experience

Midwest Orthopaedic Institute

2014 - 2016 • 2 years

Sycamore, IL

Cetera

2006 - Present • 20 years

Schaumburg, IL

Foster's Financial Management, Llc

2006 - Present • 20 years

Shabbona, IL

Cetera Financial Specialists LLC

2006 - Present • 20 years

Schaumburg, IL

Foster's Tax & Accounting, Llc

2005 - Present • 21 years

Shabbona, IL

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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Robert H

Series 63, Series 65

Sandwich, IL

EBH Financial, Inc.

Robert Harbour is a financial advisor with EBH Financial, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at EBH Financial since 2010, with prior roles at LPL Financial and Infinity Financial Services Advisory. EBH Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm focuses on client-specific objectives and risk tolerance, using fundamental analysis and a preference for long-term investments, while maintaining a single custodian relationship with Charles Schwab.

Wealth management General estate planning guidance Retirement income strategy College savings (529s, UTMA, etc.)
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Josiah D

CFA®, Series 65

Dekalb, IL

Kisher Capital, LLC

Josiah De Ford is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Kisher Capital, LLC. Prior to joining Kisher Capital in 2025, he worked at Harvest Investment Services, LLC and Christian Retirement Ministries. Outside of finance, he has taught private music lessons since 2015. Kisher Capital serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses, providing discretionary investment management and comprehensive financial planning. The firm uses proprietary portfolio models combining modern portfolio theory, faith-based screening, and AI-driven tools within a wrap fee program tailored to a small client base.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy Founder/Business Owner Religious/faith focused

Eric S

CFP®

Dekalb, IL

Kisher Capital, LLC

My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me. Kisher Capital's office is located a 303 E Hillcrest Dr, Ste 6, DeKalb IL 60115, and we'd love to sit down with you, learn more about your story, and help you in any way that we can.

ESG / Sustainable investing General retirement planning Founder/Business Owner Gen X (Born 1965-1980)
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Ashley J

Series 63, Series 65

Rochelle, IL

LPL Financial

Ashley Jackson is a financial advisor with LPL Financial in Rochelle, Illinois, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Central Bank of Illinois (formerly 1st Nat'l Bank of Rochelle) and LPL Financial since 2011. Jackson holds a role as a Client Relationship Officer at Central Bank Illinois in addition to her advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Shelly S

Series 63, Series 65, Series 66

Sandwich, IL

Equitable Advisors

Shelly Sypien is a financial advisor at Equitable Advisors with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has previously worked at Cetera, Cetera Wealth Services, LLC, and Edward Jones. Outside of her advisory role, she owns and manages Family Focused Financial, LLC, a non-investment-related business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Susana B

Series 66

Rochelle, IL

LPL Financial

Susana Belmonte is a financial advisor with LPL Financial in Rochelle, IL, holding a Series 66 designation and 1 year of industry experience. She has been associated with Central Bank Illinois and LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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