Stephen Eugene Forrest
Investment adviser representative at Forrest Financial Services
30 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$154MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Forrest Financial ServicesFeb 1996 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IA).
Forrest Financial Services
Legal name: Forrest Financial Services L.L.C.
$154MAssets managed
100Clients
2Advisers
1 yearIn 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
- 4528953
- Firm CRD
- 117546