Alexandra Kaknes Forest
Investment adviser representative at 44 North Capital, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$125.1MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- 44 North Capital, LLCSep 2023 to now
- Bank of America, N.A.Apr 2020 to Sep 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Sep 2023
- MML Investors ServicesMay 2019 to Mar 2020
- Mass Mutual Life Insurance CompanyJan 2019 to Mar 2020
- Professional Financial Assoc. Mass Mutual Agent Timothy MontyJan 2019 to Mar 2020
- Fleischer Jacobs GroupNov 2012 to Nov 2018
- Nfp Advisor ServicesNov 2012 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, VT).
44 North Capital, LLC
$125.1MAssets managed
438Clients
2Advisers
3 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
- 6268230
- Firm CRD
- 327552