Forrest Friedow, financial advisor Fort Wayne IN

Forrest Friedow

CRD Number: 4256173
Current Firm: Vestia Personal Wealth Advisors

Forrest Friedow (CRD# 4256173) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Fort Wayne, IN and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Ausdal Financial Partners Inc. Downers Grove, IL Oct 2020 - Current < 1
Vestia Personal Wealth Advisors Fort Wayne, IN Sep 2020 - Current < 1
Larson Financial Group, LLC Saint Louis, MO Apr 2011 - Sep 2020 9
Larson Financial Securities, LLC Saint Louis, MO Apr 2011 - Sep 2020 9
Minnesota Life Insurance Company St Paul, MN Jun 2007 - Apr 2011 3
North Star Consultants, Inc. Madison, WI Jun 2007 - Apr 2011 3
Cri Securities, LLC St Paul, MN Oct 2001 - Apr 2011 9
Securian Financial Services, Inc. St Paul, MN Oct 2001 - Apr 2011 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Sep 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Forrest M. Friedow
Phone Number: 877-669-1126
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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