Cole Kennith Foster
Advisor at Generations Wealth Design — Topeka, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
9 years
Location
Topeka, KS 66614
Generations Wealth Design
Supported
Total advisors
2Clients per advisor
74 HighAvg AUM per client
$347,687 LowHNW client ratio
33% TypicalCole Foster is a CFP® professional with nine years of experience in the financial services industry. He is currently with Generations Wealth Design and has previously worked at Cambridge Investment Research Advisors and Mariner Wealth Advisors. Foster serves on the alumni board of Kansas State University's College of Health and Human Services and is a member of the finance committee at Hope Community Church. Generations Wealth Design is a Kansas-registered advisory firm managing approximately $52.3 million across 147 client relationships. The firm provides discretionary wealth management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses, using customized portfolios that incorporate diversified funds, equities, bonds, and occasional stock-option positions.
Based on Generations Wealth Design
Standalone financial planning engagements are charged a fixed fee generally between $5,000 and $25,000, negotiable.
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $500,000
Topeka, KS
5875 SW 29th Street
Topeka KS 66614
Advisors at this office
2
Florida · Kansas · Missouri
9 years of industry experience
Foster Capital Management Inc. dba Generations Wealth Design
2023 - Present • 3 years
Topeka, KS
Independent Insurance Agent
2023 - Present • 3 years
Topeka, KS
Cambridge Investment Research Advisors, Inc.
2020 - 2023 • 3 years
Fairfield, IA
Cambridge Investment Research, Inc.
2020 - 2023 • 3 years
Fairfield, IA
Mariner wealth Advisors
2018 - 2020 • 2 years
Overland Park, KS
Mariner wealth Advisors
2016 - 2018 • 2 years
Leawood, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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