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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Forrest? Claim Your ProfileForrest Elmer Ross is an investment advisor representative with Klaas Financial Asset Advisors, LLC. Forrest has been in the financial services industry since 1992 and has experience with a number of firms, including LPL Financial LLC, VSR Financial Services, Inc., and WHAFS Equities Corporation. Forrest is a Certified Financial Planner and a Chartered Financial Consultant. Forrest specializes in portfolio management for individuals, pension consulting, financial planning, and educational seminars. Forrest is currently registered with the state of Illinois and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Institutional consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
05/13/2022 - Present
Klaas Financial Asset Advisors, LLC (Fitchburg WI)
WI
08/18/2016 - 05/17/2022
LPL FINANCIAL LLC (MIDDLETON WI)
WI
12/02/2009 - 08/18/2016
VSR FINANCIAL SERVICES, INC. (MADISON WI)
WI
06/03/2003 - 12/31/2009
WHAFS EQUITIES CORPORATION (MADISON WI)
ND
12/07/1999 - 05/19/2003
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
NY
05/05/1997 - 12/08/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
IN
09/19/1995 - 04/21/1997
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
WI
01/05/1996 - 10/22/1996
HARBOUR INVESTMENTS, INC. (MADISON WI)
WI
03/27/1995 - 04/30/1996
WFG SECURITIES CORPORATION (MIDDLETON WI)
NJ
01/09/1992 - 01/26/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/09/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 02/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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