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FORREST FINANCIAL SERVICES

FORREST FINANCIAL SERVICES L.L.C.

CRD 117546 · SEC 801-133938

Visit website

6611 UNIVERSITY AVE., SUITE 201, WINDSOR HEIGHTS, IA, 50324, United States

Phone

(515) 277-3495

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$154.0M

Discretionary AUM

$154.0M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals54$44.0M
High net worth individuals46$110.0M

States served

IA

All web addresses on file

Official SEC filing: View on IAPD