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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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JA

Joseph R. Anderson

FOREST PARK CAPITAL
ST. CHARLES, MO 63304
Some features on this profile are disabled
CRD#: 5874130
JA

Professional summary

Joseph Roman Anderson, who also goes by Joe Anderson, is a registered financial advisor currently at FOREST PARK CAPITAL LLC located in St. Charles, Missouri.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Joseph has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joe Anderson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Roman Anderson's 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®
None

Experience

Current

August 6, 2025 - Present

FOREST PARK CAPITAL LLC

Office #1: 1480 Woodstone Drive Ste 201, St. Charles, MO 63304
RIA
CRD#: 337308
ST. CHARLES, MO
Past

March 20, 2024 - July 17, 2025

INTEGRITY ADVISORY SOLUTIONS

RIA
CRD#: 288817
Ofallon, MO
Past

July 5, 2019 - March 11, 2024

CORRECT CAPITAL WEALTH MANAGEMENT, LLC

RIA
CRD#: 298774
CLAYTON, MO
Past

February 11, 2016 - May 6, 2019

SEVERIN INVESTMENTS LLC

RIA
CRD#: 166567
ST. LOUIS, MO
Past

February 11, 2016 - September 21, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
CREVE COUER, MO
Past

November 5, 2015 - December 10, 2015

PFM FUND DISTRIBUTORS, INC.

BD
CRD#: 114474
ST. LOUIS, MO
Past

July 20, 2015 - September 30, 2015

SEVERIN INVESTMENTS LLC

RIA
CRD#: 166567
CREVE COEUR, MO
Past

August 13, 2014 - November 20, 2014

SEVERIN INVESTMENTS LLC

RIA
CRD#: 166567
CREVE COEUR, MO
Past

July 23, 2014 - January 6, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
CREVE COUER, MO
Past

March 14, 2014 - July 16, 2014

INTEGRITY ALLIANCE, LLC.

RIA
CRD#: 139627
EAST ALTON, IL
Past

June 28, 2013 - July 16, 2014

INTEGRITY ALLIANCE, LLC.

BD
CRD#: 139627
EAST ALTON, IL

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
Missouri
(8/19/2025)
IAR
Texas
(8/6/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/10/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/8/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/21/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/28/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FP
FOREST PARK CAPITAL LLC
FOREST PARK CAPITAL LLC

CRD#: 337308 / SEC#:

Missouri
Registered Investment Advisory firm - (8/19/2025 Approved)
Texas
Registered Investment Advisory firm - (7/18/2025 Conditional Restricted)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1480 Woodstone Drive Ste 201, St. Charles, MO 63304
Mailing Address
Phone number
(636) 630-1819
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts218
AUM (Assets Under Management)$ 48,000,000

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.

Company Information

FOREST PARK CAPITAL LLC

CRD#: 337308St. Charles, MO 63304

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