Forrest Stewart (CRD# 7600448) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in La Grange, TX and has 1 year of experience in the finance industry.
CRD# 4568014
Edward Jones
CRD# 6172867
Edward Jones
CRD# 32055
Momentum Independent Network Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Feb 2023 - Current | 1 |
| Thrivent Investment Management Inc. | La Grange, TX | Sep 2022 - Current | 1 |
| Thrivent Financial | Appleton, WI | Oct 2022 - Feb 2023 | < 1 |
| No Employment | La Grange, TX | May 2022 - Sep 2022 | < 1 |
| Capital Farm Credit | La Grange, TX | Oct 2020 - May 2022 | 1 |
| Redhorn Capital, LLC | Houston, TX | Jul 2020 - Sep 2020 | < 1 |
| No Employment | Houston, TX | Nov 2019 - Jun 2020 | < 1 |
| Situs Asset Management | Houston, TX | Mar 2019 - Oct 2019 | < 1 |
| No Employment | Houston, TX | Oct 2018 - Feb 2019 | < 1 |
| Flagstar Bank | Houston, TX | Jan 2017 - Oct 2018 | 1 |
| Kinghorn, Driver, Hough & Company | Houston, TX | Feb 2015 - Jan 2017 | 1 |
| No Employment | Houston, TX | Jun 2014 - Jan 2015 | < 1 |
| Greystar Real Estate Partners | Houston, TX | Jun 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- TX
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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