Alexandra Kaknes Forest

Employer firm

44 North Capital, LLC CRD 327552

$125M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2012 → 11/2018
  Fleischer Jacobs Group
  South Burlington, VT
• 11/2012 → 11/2018
  Nfp Advisor Services
  Austin, TX
• 05/2019 → 03/2020
  Mml Investors Services
  Colchester, VT
• 01/2019 → 03/2020
  Mass Mutual Life Insurance Company
  Colchester, VT
• 01/2019 → 03/2020
  Professional Financial Assoc. Mass Mutual Agent Timothy Monty
  Colchester, VT
• 03/2020 → 09/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, VT
• 04/2020 → 09/2023
  Bank Of America, N.A.
  Burlington, VT
• 09/2023 → Present
  44 North Capital, Llc
  Burlington, VT

Previous Registrations

• 2020-04-07 → 2023-09-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Burlington, VT
• 2016-05-20 → 2018-11-28
  Kestra Advisory Services, Llc
  South Burlington,, VT
• 2016-05-20 → 2016-09-22
  Kestra Investment Services, Llc
  South Burlington, VT

Other Businesses

1.KLS MANAGEMENT, LLC; NOT INVESTMENT RELATED; NAPERVILLE, IL; LLC; LIMITED PARTNER; 1/2015; ZERO HOURS DEVOTED PER MONTH; ZERO HOURS DURING TRADING HOURS; LLC CREATED FOR VARIOUS REAL ESTATE PROPERTIES. 2. REAL ESTATE INVESTMENT PROPERTIES; NOT INVESTMENT RELATED; SOUTH BURLINGTON. VT; ASSOCIATION; 1/2021; TWO HOURS DEVOTED PER MONTH; ZERO HOURS DEVOTED DURING TRADING HOURS; MANAGE PREPERTIES AND TENANTS.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-06

Designations

• Certified Financial Planner

Other Names

• Alexandra J Kaknes
• Alexandra Kaknes
• Alexandra Kaknes Forest
• Alexandra Kaknes Forest
• Alexandra Forest