Casi J. Fors

FORS FINANCIAL

PORT ANGELES, WA 98362

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CRD#: 4511451

Professional summary

Casi Jean Fors, AIF®, who also goes by Casi Jean Tweter, is a registered financial advisor currently at FORS FINANCIAL located in Port Angeles, Washington.

Casi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Casi has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Casi Jean Tweter

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Financial Committee for the Field Arts and Events Hall. Property ownership under Fors Properties, LLC. Licensed Insurance Agent. All activities require minimal hours during business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casi Jean Fors's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

April 22, 2025 - Present

FORS FINANCIAL

Office #1: 1001 E Front St, Port Angeles, WA 98362

RIA

CRD#: 335705

PORT ANGELES, WA

Past

April 30, 2013 - June 11, 2025

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA

CRD#: 151298

Port Angeles, WA

Past

October 19, 2009 - November 2, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

PORT ANGELES, WA

Past

October 19, 2009 - June 20, 2025

LPL FINANCIAL LLC

CRD#: 6413

PORT ANGELES, WA

Past

November 17, 2005 - October 2, 2009

HALLETT ADVISORS

RIA

CRD#: 115970

PORT ANGELES, WA

Past

January 31, 2005 - October 15, 2009

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

PORT ANGELES, WA

Past

July 15, 2002 - February 4, 2005

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORS FINANCIAL

FORS FINANCIAL | FORS FINANCIAL CONSULTING, PS

CRD#: 335705 / SEC#: 801-132459

RIA

Registered Investment Advisory firm - (4/18/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(4/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/24/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/13/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/12/2002

General Securities Representative Examination

Current Firm

FORS FINANCIAL

FORS FINANCIAL | FORS FINANCIAL CONSULTING, PS

CRD#: 335705 / SEC#: 801-132459

RIA

Registered Investment Advisory firm - (4/18/2025 Approved)

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Contact information

Main Address

1001 E Front St, Port Angeles, WA 98362

Mailing Address

Phone number

(360) 457-6116

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-2B_06-04-25 (6/4/2025)

Regulatory assets under management

Total Number of Accounts	420
AUM (Assets Under Management)	$ 107,310,617

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Casi J. Fors

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casi Jean Fors's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

HALLETT ADVISORS

CAMBRIDGE INVESTMENT RESEARCH, INC.

LPL FINANCIAL LLC

Primary Firm SEC Registration

FORS FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 10/24/2005

Series 63

Date: 9/13/2002

SIE

Date: 10/1/2018

Series 7

Date: 7/12/2002

Current Firm

FORS FINANCIAL

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORS FINANCIAL

TRUST BUT VERIFY

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