Forrest Financial Services

Forrest Financial Services (CRD# 117546) is a financial advisory firm headquartered in Windsor Heights, IA. They manage $105,000,000 in 400 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6611 University Ave., Suite 201, Windsor Heights, IA 50324
https://forrestfinancialservices.com
By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $262,500
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
The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Forrest Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Peter Deacon, financial advisor Windsor Heights IA
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 19 years of experience in the finance industry.

2
Stephen Forrest, financial advisor Des Moines IA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals