Forrest Elmer Ross

Employer firm

Klaas Financial Asset Advisors, LLC. CRD 121399

$758M regulatory AUM 116 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2009 → 08/2016
  Vsr Financial Services, Inc
  Overland Park, KS
• 12/2009 → 08/2016
  Vsr Advisory Services, Inc
  Overland Park, KS
• 04/2010 → 08/2016
  Isg Advisors, Llc
  Madison, WI
• 08/2016 → 05/2022
  Lpl Financial, Llc
  Madison, WI
• 08/2016 → 05/2022
  Global Retirement Partners, Llc
  Madison, WI
• 05/2022 → Present
  Klaas Financial Asset Advisors, Llc
  Fitchburg, WI

Previous Registrations

• 2016-08-18 → 2022-05-04
  Global Retirement Partners Llc
  Madison, WI
  San Rafael, CA
  Middleton, WI
• 2009-12-02 → 2016-08-18
  Vsr Financial Services, Inc.
  Overland Park, KS
  Madison, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-02-10
• S63 Uniform Securities Agent State Law Examination
  1992-01-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant