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Robert Read

Advisor at Forest Park Capital LLC

Updated today

Firm

Forest Park Capital LLC

Location

St. Charles, MO 63304

Credentials

Series 63, Series 65

Industry experience

4 years

About

Robert Read is a financial advisor at Forest Park Capital LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrity Alliance, LLC, CWR Private Client Group, and Adams, Boston & Wansing. Outside of advisory work, he is the owner of Community 1st Insurance Group and serves as president of the Cottleville Weldon Spring Chamber of Commerce board. Forest Park Capital LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental, quantitative, and technical analysis within a modern portfolio theory framework and includes insurance products among its offerings.

Client services

Based on Forest Park Capital LLC

Financial planning Portfolio management

Expertise

Based on Forest Park Capital LLC

Options & derivatives strategies College savings (529s, UTMA, etc.) Life insurance needs analysis

Fee options

Fixed

Financial planning fixed fees range from $1,200 to $3,000

Percentage

1.25% annually

Location

1480 Woodstone Drive, Ste 201

St. Charles, MO 63304

Most active in

Missouri

Work history

Forest Park Capital LLC

2025 - Present (1 year)

Integrity Alliance, LLC

2022 - 2025 (3 years)

CWR Private Client Group

2018 - Present (8 years)

Adams, Boston & Wansing

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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