Advisor at Generations Wealth Design
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.
Firm
Generations Wealth Design
Location
Topeka, KS 66614
Credentials
Series 63, Series 65
Industry experience
37 years
5875 Sw 29 Th Street
Topeka, KS 66614
Kansas
Foster Capital Management, Inc. dba Generations Wealth Design
2023 - Present (3 years)
Mutual Securities, Inc.
2023 - Present (3 years)
Cambridge Investment Research Advisors
2017 - 2023 (6 years)
Cambridge Investment Research, Inc.
2017 - 2023 (6 years)
National Planning Corporation
2004 - 2017 (13 years)
Central Life Assurance Co. (Miller and A)
1987 - Present (39 years)
Showcase Loft and Lounge
1986 - Present (40 years)
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.
Series 65, Series 66
Topeka, KS
Avant Wealth Management, LLC
Series 63, Series 65
Topeka, KS
KDWALLSTREET Investment Advisor LLC
Series 63, Series 65
Topeka, KS
Paladin Financial
Series 66
Topeka, KS
Next Generation Investing, LLC
Series 65, Series 66
Topeka, KS
Blazing Star Financial
Series 66
Topeka, KS
Next Generation Investing, LLC
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