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FORREST FINANCIAL SERVICES

WINDSOR HEIGHTS, IA · CRD 117546 · IAPD ↗ · forrestfinancialservices.com · (515) 277-3495

$154.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2025 — FORREST FINANCIAL SERVICES (WINDSOR HEIGHTS, IA) is newly SEC-registered with $127.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.