# FORREST FINANCIAL SERVICES L.L.C.

FORREST FINANCIAL SERVICES L.L.C. of WINDSOR HEIGHTS, IA is an SEC-registered investment adviser.

## Registration

- CRD: 117546
- Type: SEC-registered investment adviser
- SEC file number: 801-133938
- Location: 6611 UNIVERSITY AVE., SUITE 201, WINDSOR HEIGHTS, IA, 50324
- Phone: (515) 277-3495
- Latest filing: 2026-03-11
- Regulatory AUM: $154.0M
- Discretionary AUM: $154.0M
- Clients: 2
- Accounts: 400

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Peter John Deacon | MEMBER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117546/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117546/similar
- Related entities: https://search.stillhousedata.com/firm/117546/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117546

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.