Ashley M. Foster

NXT:GEN FINANCIAL PLANNING

Houston, TX

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CRD#: 5462249

Professional summary

Ashley Manuel Foster, CFP®, who also goes by Ashley Foster, is a registered financial advisor currently at NXT:GEN FINANCIAL PLANNING located in Houston, Texas.

Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ashley has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

What are your service offerings?

Debt Management

Investment Planning

Estate Planning

Comprehensive Financial Planni...

Tax Planning

Budgeting

Insurance Planning

Retirement Planning

Employee and Employer Plan Ben...

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Financial Psychology/Coaching

Fixed Fee (Subscription, Retai...

High Net Worth Client Needs

Investment Advice with Ongoing...

Medical Professionals

Are you a "fiduciary"?

Yes

Aliases

Ashley Foster

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Manuel Foster's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

August 31, 2018 - Present

NXT:GEN FINANCIAL PLANNING

RIA

CRD#: 296992

Houston, TX

Past

February 9, 2016 - May 1, 2018

OSAIC FS, INC.

RIA

CRD#: 3870

HOUSTON, TX

Past

September 24, 2014 - May 1, 2018

OSAIC FS, INC.

CRD#: 3870

HOUSTON, TX

Past

October 4, 2013 - August 13, 2014

NYLIFE SECURITIES LLC

CRD#: 5167

HOUSTON, TX

Past

June 22, 2009 - August 13, 2013

NYLIFE SECURITIES LLC

CRD#: 5167

HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(2/21/2022)

IAR

Texas
(8/31/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/17/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/20/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NXT:GEN FINANCIAL PLANNING

NXT:GEN FINANCIAL PLANNING | NXT:GEN FINANCIAL PLANNING LLC

CRD#: 296992 / SEC#:

Louisiana

Registered Investment Advisory firm - (2/21/2022 Approved)

Texas

Registered Investment Advisory firm - (8/31/2018 Approved)

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Contact information

Main Address

Houston, TX

Mailing Address

Phone number

(832) 331-4714

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	161
AUM (Assets Under Management)	$ 17,746,675

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Ashley M. Foster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Manuel Foster's CRS (Customer Relationship Summary).

Certified licenses

Experience

NXT:GEN FINANCIAL PLANNING

OSAIC FS, INC.

OSAIC FS, INC.

NYLIFE SECURITIES LLC

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/17/2013

SIE

Date: 5/1/2018

Series 6

Date: 6/20/2009

Current Firm

NXT:GEN FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NXT:GEN FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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