Unclaimed Profile

Forrest Michael Friedow

VESTIA ADVISORS, LLC·FORT WAYNE, Indiana

SIE, Series 6, Series 7, Series 63, Series 6518 years registeredVESTIA ADVISORS, LLC

9121 ILLINOIS ROAD, FORT WAYNE, IN 46804CRD# 4256173Firm CRD# 290565

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Forrest Michael Friedow · FORT WAYNE, IN

Registration

CRD #4256173 · VESTIA ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

VESTIA PERSONAL WEALTH ADVISORS

Sep 2020 – present

LARSON FINANCIAL GROUP, LLC

Apr 2011 – Sep 2020

Los Angeles, CA

CRI SECURITIES, LLC

Sep 2007 – Apr 2011

MADISON, WI

SECURIAN FINANCIAL SERVICES, INC.

Sep 2007 – Apr 2011

MADISON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · September 27, 2007

Years registered · 18

Disclosure History

2015Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VESTIA ADVISORS, LLC

CRD 290565 · SEC 801-112175

AUM

$668M

Regulatory assets under management

Employees

3,325 client accounts

Services offered by VESTIA ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VESTIA ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Forrest Michael Friedow offer?

Forrest Michael Friedow specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WAYNE, Indiana for a consultation.

What are Forrest Michael Friedow's credentials?

Forrest Michael Friedow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Forrest Michael Friedow located?

Forrest Michael Friedow is based in FORT WAYNE, Indiana, working with VESTIA ADVISORS, LLC. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.

How does Forrest Michael Friedow charge for services?

Forrest Michael Friedow's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VESTIA ADVISORS, LLC?

VESTIA ADVISORS, LLC has approximately 23 employees and manages $668M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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