FORREST FINANCIAL SERVICES L.L.C.
Legal name: FORREST FINANCIAL SERVICES
CRD #117546 SEC #801-133938 WINDSOR HEIGHTS, IA (515) 277-3495
SEC Registered
Total AUM
$127M
Discretionary
$127M
Employees
2
Clients
10
Accounts
400
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEACON, PETER, JOHN | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 24, 2025 REGISTERED
Notice Filings (1)
IA
Address
6611 UNIVERSITY AVE.SUITE 201
WINDSOR HEIGHTS, IA 50324
United States
Phone: (515) 277-3495