Forrest Financial Services

Forrest Financial Services (CRD# 117546) is a financial advisory firm headquartered in Des Moines, IA. They manage $65,000,000 in 400 accounts and serve the financial needs of clients across 1 states (or territories).

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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Forrest Financial Services
Showing 1 - 2 of 2 top financial advisors.
Peter J. Deacon
CRD#: 4864977
6611 University Ave, # 201, Windsor Heights, IA 50311

Peter Deacon (CRD# 4864977) is an Investment Advisor Representative working at Forrest Financial Services in Windsor Heights, IA and has over 13 years of experience in the finance industry.

Stephen E. Forrest
CRD#: 4528953
6611 University Ave, Suite 201, Des Moines, IA 50311

Stephen Forrest (CRD# 4528953) is an Investment Advisor Representative working at Forrest Financial Services in Des Moines, IA and has 1 year of experience in the finance industry. Stephen Forrest has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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