CRD: 117546
Forrest Financial Services
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-24-2001
- Office Locations
- 1
Office Locations
About Forrest Financial Services
Forrest Financial Services is an independent, fee-only RIA in Windsor Heights, Iowa providing fiduciary financial planning and discretionary portfolio management. The firm builds customized, risk-based asset allocation portfolios with a heavy ETF and fixed-income orientation and emphasizes ongoing client communication. Custody is maintained at Charles Schwab.
Reported data analysis
What the numbers show
Between June 24, 2025 and March 11, 2026, reported AUM increased 21.3%, from $127.0M to $154.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 100 clients, or 50 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
Peter John Deacon
Certified Financial Planner, Chief Compliance Officer
- CRD
- #4864977
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STEPHEN EUGENE FORREST
Certified Financial Planner
- CRD
- #4528953
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,000,000 | $385,000 |
| Non-Discretionary | $0 | -- |
| Total | $154,000,000 | $385,000 |
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Separately Managed Accounts
SMA allocation detail is available
Forrest Financial Services has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.