Kimberly Soroko Forness
Investment adviser representative at Forness Financial LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$202.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Forness Financial, LLCJun 2017 to now
- HomemakerJan 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (MA).
Forness Financial LLC
$202.8MAssets managed
227Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4055782
- Firm CRD
- 172473