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Joseph Anderson

11 Years of Experience
St. Charles, MO

Joseph Anderson is a registered investment advisor at Forest Park Capital LLC, based in St. Charles, MO, with 11 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 70 clients with $48M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
70 clients
Average Client Portfolio
$686K average
Assets Under Management
$48.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1480 Woodstone Drive, Ste 201, St. Charles, MO, 63304

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joseph is the CEO of Profectus Asset Management, LLC, a DBA/LLC for his advisory business, since April 2024. He dedicates minimal time to this activity.

Employment History
Current Registrations
Forest Park Capital LLC
August 2025 - Present · 9 mos
Previous Registrations
Integrity Advisory Solutions
March 2024 - July 2025 · 1 yr 4 mos
Correct Capital Wealth Management, LLC
July 2019 - March 2024 · 4 yrs 8 mos
Severin Investments LLC
February 2016 - May 2019 · 3 yrs 3 mos
LPL Financial LLCBroker
February 2016 - September 2016 · 7 mos
Pfm Fund Distributors, INC.Broker
November 2015 - December 2015 · 1 mo
Severin Investments LLC
July 2015 - September 2015 · 2 mos
Severin Investments LLC
August 2014 - November 2014 · 3 mos
LPL Financial LLCBroker
July 2014 - January 2015 · 6 mos
Brokers International Financial Services, LLC
March 2014 - July 2014 · 4 mos
Brokers International Financial Services, LLC.Broker
June 2013 - July 2014 · 1 yr 1 mo
State Registrations2 states
MOTX
Advisor

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.

Exams
No exam information available for this advisor.
Joseph Anderson - Financial Advisor | TrueAdvisor