Cross State Financial Group
46yrs
Top advisor by experience in Albuquerque
6yrs
Forrest Means
Financial advisor at Cross State Financial Group
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office6721 Academy Rd. NE Suite B, Albuquerque, NM 87109
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Cross State Financial Group
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- Dec 2025 – nowCross State Financial Group LLCCurrent firm
- 2020 – 2022Financial DepotPreviously
Questions to ask Forrest
Tailored to Forrest’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Forrest
How do I contact Forrest?
Call Cross State Financial Group at 800-621-6974 and ask for Forrest Means. Forrest works from the Albuquerque, NM office.
How long has Forrest been a financial advisor?
Forrest has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Forrest hold?
Series 65. Tap any license on this page to see what it allows.
Is Forrest a fiduciary?
Forrest is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Forrest paid?
Cross State Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Forrest for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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