Advisor at Forest Park Capital LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Forest Park Capital LLC
Location
St. Charles, MO 63304
Credentials
Series 63, Series 65
Industry experience
11 years
Joseph Anderson is a financial advisor with Forest Park Capital LLC in St. Charles, MO, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Integrity Advisory Solutions, Correct Capital Wealth Management, Severin Investments LLC, and LPL Financial. He is also an independent licensed insurance agent. Forest Park Capital LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a mix of fundamental, quantitative, and technical analysis within a modern portfolio theory framework and manages portfolios that may include mutual funds, ETFs, fixed income, real estate funds, precious-metal ETFs, and insurance products.
Based on Forest Park Capital LLC
Financial planning fixed fees range from $1,200 to $3,000
1.25% annually
1480 Woodstone Drive, Ste 201
St. Charles, MO 63304
Missouri · Texas
Forest Park Capital LLC
2025 - Present (1 year)
integrity Advisory Solutions
2024 - 2025 (1 year)
Correct Capital Wealth Management
2019 - 2024 (5 years)
Severin Investments LLC
2016 - 2019 (3 years)
LPL Financial, llc
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Durham Wealth Management, LLC
Series 63, Series 65
Chesterfield, MO
S.P. Parkin & Co
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