Cole K. Foster

GENERATIONS WEALTH DESIGN

Topeka, KS 66614

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CRD#: 6155851

Professional summary

Cole Kennith Foster, CFP® is a registered financial advisor currently at GENERATIONS WEALTH DESIGN located in Topeka, Kansas.

Cole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Cole has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) KANSAS STATE UNIVERSITY, COLLEGE OF HEALTH AND HUMAN SERVICES, 119 JUSTIN HALL, 1324 LOVERS LANE, MANHATTAN, KS, BOARD MEMBER OF A NON-PUBLIC ENTITY, ALUMNI BOARD MEMBER, 10/01/19, NIR,2/MO- 2/TRADING 2) HOPE COMMUNITY CHURCH / 8200 Stateline Rd, Leawood KS 66206 / 03/01/2022 / COMMITTEE MEMBER - FINANCE TEAM; ADVISE ON HOW TO UTILIZE CHURCH RESOURCES / 3 HR/MO - 0 HR/MO TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cole Kennith 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: 2018

Experience

Current

January 31, 2023 - Present

GENERATIONS WEALTH DESIGN

Office #1: 5875 Sw 29th Street, Topeka, KS 66614

RIA

CRD#: 323975

Topeka, KS

Past

June 5, 2020 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Topeka, KS

Past

May 6, 2020 - February 6, 2023

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Topeka, KS

Past

March 12, 2018 - May 6, 2020

MARINER WEALTH

RIA

CRD#: 140195

OVERLAND PARK, KS

Past

June 5, 2017 - March 31, 2018

MARINER WEALTH ADVISORS

RIA

CRD#: 170703

Leawood, KS

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

Florida
(1/13/2025)

IAR

Kansas
(1/31/2023)

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: 6/1/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/5/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/5/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/3/2020

Securities Industry Essentials Examination

Current Firm

GENERATIONS WEALTH DESIGN

FOSTER CAPITAL MANAGEMENT INC. | GENERATIONS WEALTH DESIGN

CRD#: 323975 / SEC#:

Colorado

Registered Investment Advisory firm - (4/29/2025 Terminated)

Florida

Registered Investment Advisory firm - (1/13/2025 Approved)

Kansas

Registered Investment Advisory firm - (1/6/2023 Approved)

Texas

Registered Investment Advisory firm - (12/11/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

5875 Sw 29th Street, Topeka, KS 66614

Mailing Address

Phone number

(785) 273-5580

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	310
AUM (Assets Under Management)	$ 38,885,831

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.

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Cole K. Foster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cole Kennith Foster's CRS (Customer Relationship Summary).

Certified licenses

Experience

GENERATIONS WEALTH DESIGN

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MARINER WEALTH

MARINER WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 6/1/2020

Series 65

Date: 6/5/2017

Series 7TO

Date: 6/5/2020

SIE

Date: 6/3/2020

Current Firm

GENERATIONS WEALTH DESIGN

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GENERATIONS WEALTH DESIGN

TRUST BUT VERIFY

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