FORREST FINANCIAL SERVICES L.L.C.

FORREST FINANCIAL SERVICES L.L.C. of WINDSOR HEIGHTS, IA is an SEC-registered investment adviser (CRD 117546). Regulatory assets under management: $154.0M.

Registration

• CRD: 117546
• SEC file number: 801-133938
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117546 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search