Anders Storvik has been Managing Partner/CCO/Client Advisor of Brent Forrest & Associates since January 2020, is a control person of the firm and directly owns between 25% and 50% of it. Anders Storvik holds a B.S. in Education from the University of Tennessee and an MBA from the University of the Incarnate Word.
Brent Forrest & Associates, L.L.C. is a San Antonio, TX firm with $657M under management, 446 clients and 3 advisers in one office, as of its July 2026 filing.
Anders Storvik is Client Advisor and Managing Partner of Wela Financial Advisory. As a lead advisor, he manages client relationships through regular reviews and meetings and creates personalized financial plans, and he oversees the investment, financial planning and client service teams. As Managing Partner he also supports the business in finance and technology. He joined the financial services industry in 2014.
Anders Storvik’s longest registration is the current one, 8 years at Brent Forrest & Associates since 2018. Before joining Brent Forrest & Associates in 2018, Anders Storvik was registered through GWN Securities Inc.
- GWN Securities Inc.– · under a yearSan Antonio, TX · Adviser representative · Firm CRD 128929
Professional designations
Listed by Brent Forrest & Associates
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
Anders Storvik is registered as an investment adviser representative in Texas, since January 2018.
- TexasSince 3 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 21 July 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 September 2014 |
| Series 7 | General Securities Representative Examination | 1 June 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Anders Olsen Storvik
- CRD
- 6315096
- Firm
- Brent Forrest & Associates · CRD 126266
- Role
- Managing Partner/CCO/Client Advisor
- Registration
- Investment adviser registration
- In the industry since
- January 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- welafa.com
Where does Anders Storvik work?
Anders Storvik has been Managing Partner/CCO/Client Advisor of Brent Forrest & Associates, L.L.C. since January 2020, and is a control person of the firm.
Is Anders Storvik a financial advisor?
Yes. Anders Storvik has a current investment-adviser registration in Texas, through Brent Forrest & Associates since January 2018.
How many years of experience does Anders Storvik have?
Anders Storvik has 10 years in the financial industry, since January 2016, across 2 adviser firms.
What exams has Anders Storvik passed?
Anders Storvik has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 2014. FINRA credited Anders Storvik with the SIE, which began in October 2018.
Where did Anders Storvik work before Brent Forrest & Associates?
Before Brent Forrest & Associates, Anders Storvik was registered through GWN Securities Inc., July 2015 to June 2016.
Is Anders Storvik registered with FINRA?
No. Anders Storvik has no current broker registration.
Is Anders Storvik a CFP?
Brent Forrest & Associates lists Anders Storvik with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Anders Storvik’s record?
Search CRD 6315096 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anders Storvik’s full registration record.