Registered Client Service Associate
Current
Jun 2020 - Present
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Rob Forest Email & Phone Number
Registered Client Service Associate at Wigand Integrated Wealth
at
Wigand Integrated Wealth
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Registered Client Service Associate at Wigand Integrated Wealth
Location
Colorado Springs, Colorado, United States
Company size
Who is Rob Forest? Overview
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Quick answer
Rob Forest is listed as Registered Client Service Associate at Wigand Integrated Wealth at Wigand Integrated Wealth, a company with 4 employees, based in Colorado Springs, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Rob Forest.
Rob Forest previously worked as Registered Client Service Associate at Wigand Integrated Wealth and Senior Registered Client Service Associate at Resolute Independent Advisors. Rob Forest holds B.A., Business Administration from Fort Lewis College.
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Wigand Integrated Wealth
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Profile bio
About Rob Forest
Rob Forest is a Registered Client Service Associate at Wigand Integrated Wealth at Wigand Integrated Wealth.
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Rob Forest's current company
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Wigand Integrated Wealth
4 roles
Rob Forest work experience
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Senior Registered Client Service Associate
Resolute Independent Advisors
- Provide support for Financial Advisors with a client asset portfolio of over $250M.
- Maintain and update client financial data to keep accounts within guidelines.
- Conduct analysis on client information to identify potential risks and recommend mitigation strategies to financial advisors to maintain financial integrity.
- Gather, validate, and organize financial and client data.
- Highlight values and educate clients on EFT’s, Mutual Funds and other financial products.
- Disseminate account data for clients per their needs.
Apr 2017 - Aug 2019
Senior Registered Client Service Associate
- Support Financial Advisors with the transition of 95% of clients from Smith Barney to UBS.
- Took on additional role as backup cashier, assisting with coordinating deposits and processing payments.
- Leverage knowledge of industry practices, standards and principles to ensure compliance with regulatory requirements.
- Prepare client documentation and run financial reports.
- Helped onboard group of new Financial Advisors in Brea, CA.
- Perform work that required practical experience and training.
Apr 2009 - Apr 2017
Client Service Associate
Smith Barney
May 2000 - Apr 2009
1 education record
Rob Forest education
FAQ
Frequently asked questions about Rob Forest
Quick answers generated from the profile data available on this page.
What company does Rob Forest work for?
Rob Forest works for Wigand Integrated Wealth.
What is Rob Forest's role at Wigand Integrated Wealth?
Rob Forest is listed as Registered Client Service Associate at Wigand Integrated Wealth at Wigand Integrated Wealth.
Where is Rob Forest based?
Rob Forest is based in Colorado Springs, Colorado, United States while working with Wigand Integrated Wealth.
What companies has Rob Forest worked for?
Rob Forest has worked for Wigand Integrated Wealth, Resolute Independent Advisors, Ubs Financial Services Inc., and Smith Barney.
Who are Rob Forest's colleagues at Wigand Integrated Wealth?
Rob Forest's colleagues at Wigand Integrated Wealth include Isaac Krapes.
How can I contact Rob Forest?
You can use AeroLeads to view verified contact signals for Rob Forest at Wigand Integrated Wealth, including work email, phone, and LinkedIn data when available.
What schools did Rob Forest attend?
Rob Forest holds B.A., Business Administration from Fort Lewis College.
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