Anna Foreman

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 07/2019
  Unemployed
  Lawrence, KS
• 07/2019 → 11/2020
  Dairy Queen
  Lawrence, KS
• 11/2020 → 06/2021
  Checkers Foods
  Lawrence, KS
• 06/2021 → 12/2021
  Casey's
  Lawrence, KS
• 12/2021 → 07/2022
  Checkers Food
  Lawrence, KS
• 07/2022 → 09/2022
  Dillons
  Lawrence, KS
• 09/2022 → 02/2023
  Maximus
  Lawrence, KS
• 02/2023 → 03/2023
  Unemployed
  Lawrence, KS
• 06/2025 → 08/2025
  Five Key Capital Management
  Kansas City , MO
• 04/2023 → 06/2026
  Ups
  Lenexa, KS
• 08/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-02-27