Forrest Ross
Forrest Ross is a CFP, ChFC-designated registered investment advisor at Klaas Financial Asset Advisors, LLC., based in Fitchburg, WI, with 33 years of industry experience. Forrest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 971 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Klaas Financial offers investment management through the KIP wrap fee program. Details about the fees are available in the Wrap Fee Program Brochure, which can be found on their website.
Location
5951 McKee Road, Suite 200, Fitchburg, WI, 53719-5114
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2021Employment History
Current Registrations
Klaas Financial Asset Advisors, LLC.
Previous Registrations
Klaas Financial Asset Advisors, LLC.
LPL Financial LLCBroker
Global Retirement Partners LLC
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Whafs Equities CorporationBroker
Capital Financial Services, INC.Broker
Nylife Securities INC.Broker
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Wfg Securities CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.