Financial advisor
Kristian Forster
Now at LPL Financial · HighWater Wealth · San Diego, CA
Registered as Kristian Carr Forster
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| HighWater Wealth | U.S. Bank | LPL Financial | Breakaway | July 14, 2026 | $2.4B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| LPL FINANCIAL LLC | Investment adviser | April 15, 2026 | Current |
| LPL FINANCIAL LLC | Broker-dealer | April 13, 2026 | Current |
| U.S. BANCORP ADVISORS, LLC | Investment adviser | February 13, 2026 | April 15, 2026 |
| U.S. BANCORP ADVISORS, LLC | Broker-dealer | February 13, 2026 | April 15, 2026 |
| U.S. BANCORP INVESTMENTS, INC. | Investment adviser | August 20, 2018 | February 13, 2026 |
| U.S. BANCORP INVESTMENTS, INC. | Broker-dealer | August 20, 2018 | February 13, 2026 |
| WELLS FARGO CLEARING SERVICES, LLC | Investment adviser | October 20, 2014 | August 7, 2018 |
| WELLS FARGO CLEARING SERVICES, LLC | Broker-dealer | October 17, 2014 | August 7, 2018 |
| HSBC SECURITIES (USA) INC. | Investment adviser | June 3, 2013 | October 6, 2014 |
| HSBC SECURITIES (USA) INC. | Broker-dealer | August 4, 2010 | October 6, 2014 |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | Broker-dealer | September 6, 2005 | November 10, 2008 |
| CHASE INVESTMENT SERVICES CORP. | Broker-dealer | February 6, 2004 | August 18, 2005 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.