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FD

Forest W. Dutton

BRIGHTWORKS FINANCIAL PLANNING LLC
COLUMBIA, SC 29204
Some features on this profile are disabled
CRD#: 7661301
FD

Professional summary

Forest William Addison Dutton, who also goes by Forest Dutton, is a registered financial advisor currently at BRIGHTWORKS FINANCIAL PLANNING LLC located in Columbia, South Carolina.

Forest is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Forest has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Forest Dutton

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.
I occasionally sell insurance to clients as a part of my duties as an IAR as is appropriate. This is done through a relationship with Vanbridge is a broker for multiple companies in the lines of life insurance and/or disability insurance. This business is not investment related and is done as a sole proprietor with no business name. This occurs approximately 1 hour per week (some weeks it is 0 hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Forest William Addison Dutton'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

May 12, 2023 - Present

BRIGHTWORKS FINANCIAL PLANNING LLC

Office #1: 1612 St. Julian Place, Columbia, SC 29204
RIA
CRD#: 170394
COLUMBIA, SC
Past

May 2, 2023 - May 11, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
COLUMBIA, SC
Past

March 24, 2023 - May 11, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
COLUMBIA, SC

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
South Carolina
(5/12/2023)
IAR
Texas
(10/18/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/29/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/24/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/2/2022
Securities Industry Essentials Examination

Current Firm

BF
BRIGHTWORKS FINANCIAL PLANNING LLC
BRIGHTWORKS FINANCIAL PLANNING | POOLE, DAVID NATHAN | BRIGHTWORKS FINANCIAL PLANNING LLC

CRD#: 170394 / SEC#:

South Carolina
Registered Investment Advisory firm - (4/29/2014 Approved)
Texas
Registered Investment Advisory firm - (10/12/2023 Conditional Restricted)
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Contact information

Main Address
1612 St. Julian Place, Columbia, SC 29204
Mailing Address
Phone number
(803) 727-8782
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts200
AUM (Assets Under Management)$ 72,928,738

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

BRIGHTWORKS FINANCIAL PLANNING LLC

CRD#: 170394Columbia, SC 29204

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