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Stephen Forrest
Retired-Advisor to the Firm at Forrest Financial Services L.L.C.
Seasoned financial expert with 20+ years of experience in retirement planning and wealth management.
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Location
Des Moines Metropolitan Area, US
Skills
- Retirement Planning
- Investment Advisory
- Financial Planning
- Estate Planning
- Alternative Investments
- Show all
Bio
Generated by
Topline AI
Stephen Forrest is a seasoned financial expert with 20+ years of experience in retirement planning, investment advisory, and wealth management. He has held senior roles at Forrest Financial Services L.L.C. and Younkers, Inc., and has an MBA and BS in Economics from reputable institutions.
As a retired advisor to his firm, he provides guidance on retirement planning, investment advisory, and estate planning. His extensive experience and education equip him to deliver expert financial solutions to clients.
With expertise in alternative investments, asset management, and financial advisory services, Stephen Forrest is well-positioned to help individuals and families achieve their financial goals.
Experience
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Forrest Financial Services L.L.C.
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Windsor Heights, IA
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Retired-Advisor to the Firm
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Jan 2023 - Present
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Windsor Heights, IA
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Managing Partner
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Jan 1996 - Jun 2016
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Divisional Vice President and Director of Internal Audit
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1979 - 1995
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Education
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1978 - 1979Drake University
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1965 - 1969
Iowa State University
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Iowa State University - College of Liberal Arts and Sciences
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services.”
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