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Cole Kennith Foster

Cole Kennith Foster

CFP®
GENERATIONS WEALTH DESIGN
TOPEKA, KS
·CRD# 6155851·9 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2018

Years of Experience

9 years in the financial services industry

Current & Past Employments

GENERATIONS WEALTH DESIGN·CRD# 323975
RIA
5875 Sw 29th Street, Topeka, KS 66614
January 31, 2023 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Topeka, KS
June 5, 2020 - December 31, 2022
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139
RIA
Topeka, KS
May 6, 2020 - February 6, 2023
MARINER·CRD# 140195
RIA
Overland Park, KS
March 12, 2018 - May 6, 2020
MARINER WEALTH ADVISORS·CRD# 170703
RIA
Leawood, KS
June 5, 2017 - March 31, 2018

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Current Firm

GW
GENERATIONS WEALTH DESIGN

FOSTER CAPITAL MANAGEMENT INC. | GENERATIONS WEALTH DESIGN

CRD#: 323975
Colorado
Registered Investment Advisory firm - Colorado (4/29/2025 Terminated)
Florida
Registered Investment Advisory firm - Florida (1/13/2025 Approved)
Kansas
Registered Investment Advisory firm - Kansas (1/6/2023 Approved)
Missouri
Registered Investment Advisory firm - Missouri (2/6/2026 Approved)
Texas
Registered Investment Advisory firm - Texas (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).

Contact Information

Main Address

5875 Sw 29th Street, Topeka, KS 66614

Phone Number

(785) 273-5580

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

340

AUM (Assets Under Management)

$52,304,395

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) Independent Insurance Agent, Investment Related, 5875 SW 29th St., Topeka, KS 66614, LLC, Insurance, Insurance Agent, Start Date: 08/1984, 10 Hours per month, Less than 1 Hour per day during trading hours, Selling Insurance products - fixed life insurance, fixed annuities, disability and long term care insurance.

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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.
IAR
Florida
(1/13/2025)
IAR
Kansas
(1/31/2023)
IAR
Missouri
(2/6/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2020About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2017About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2020About the SIE exam

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CRS (Client Relationship Summary) - RIA

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

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Cole Kennith Foster
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