Unclaimed Profile

Douglas Lee Forsberg

WEALTH MANAGEMENT SERVICES, LLC·BLOOMINGTON, Minnesota

Series 1, Series 24, Series 63Clean record12 years registeredWEALTH MANAGEMENT SERVICES, LLC

8400 NORMANDALE LAKE BLVD., BLOOMINGTON, MN 55437CRD# 211410Firm CRD# 141031

Profile Verification

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

Identity

Douglas Lee Forsberg · BLOOMINGTON, MN

Registration

CRD #211410 · WEALTH MANAGEMENT SERVICES, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTH MANAGEMENT SERVICES, LLC

CHERRY TREE WEALTH MANAGEMENT, LLC

Jan 2014 – May 2018

MINNETONKA, MN

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 63

Registration record

First registered · January 28, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH MANAGEMENT SERVICES, LLC

CRD 141031 · SEC 801-67036

AUM

$48M

Regulatory assets under management

Employees

329 client accounts

Services offered by WEALTH MANAGEMENT SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH MANAGEMENT SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Douglas Lee Forsberg offer?

Douglas Lee Forsberg specializes in Financial Planning, Investment Management.

What are Douglas Lee Forsberg's credentials?

Douglas Lee Forsberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Lee Forsberg located?

Douglas Lee Forsberg is based in BLOOMINGTON, Minnesota, last registered with WEALTH MANAGEMENT SERVICES, LLC.

How does Douglas Lee Forsberg charge for services?

Douglas Lee Forsberg's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH MANAGEMENT SERVICES, LLC?

WEALTH MANAGEMENT SERVICES, LLC has approximately 1 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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