Financial ADVSR advisor directory · SEC adviser records
Forum Financial Management, LP financial advisors in Lombard, IL
Every SEC-registered investment adviser representative at a Forum Financial Management, LP office in Lombard, A to Z.
The short answer
62 registered advisors work at Forum Financial Management, LP in Lombard, out of 104 at the firm nationwide; it ranks number 1 in the city by advisors. 23 list the CFP designation and 6 are also registered broker representatives.
Forum Financial Management, LP advisors in Lombard, A to Z
Every Forum Financial Management, LP advisor →- John J. AdamCertified Financial Planner
- Luke B. AdamCertified Financial Planner
- Nirav R. BataviaChartered Financial Analyst
- Kevin M. BensonPersonal Financial Specialist
- Zachary Z. BoydPersonal Financial Specialist
- Mark D. BulmerCertified Financial Planner, Personal Financial Specialist
- Thomas J. CampbellInvestment adviser rep
- Valentina M. CanonacoInvestment adviser rep
- William M. DavisCertified Financial Planner
- Daniel J. DrallmeierCertified Financial Planner
- William A. FatesInvestment adviser rep
- Christopher J. GenzlerCertified Financial Planner
- Jessica J. HaagesInvestment adviser rep
- Nedal Z. HalawaChartered Financial Consultant · Also a broker rep
- Richard D. HarigAlso a broker rep
- Marcus K. HeinrichCertified Financial Planner
- Eric E. HrebicCertified Financial Planner
- James D. Huskin IICertified Financial Planner
- Howard S. KiteCertified Financial Planner, Chartered Financial Consultant
- Michael W. KiteAlso a broker rep
- Joseph M. KloecknerAlso a broker rep
- Leon S. KolodziejInvestment adviser rep
- James A. LaperaAlso a broker rep
- Jason B. LealInvestment adviser rep
- Thomas R. LongoInvestment adviser rep
- John MartinInvestment adviser rep
- Steven R. MartinCertified Financial Planner
- Michal MartinekInvestment adviser rep
- David C. McClellanInvestment adviser rep
- Eric F. McGinnisInvestment adviser rep
- Liam K. MethvenInvestment adviser rep
- Robert T. MethvenInvestment adviser rep
- Steven J. MinturnChartered Financial Analyst
- Meghan M. NolanCertified Financial Planner
- Laura S. NorekInvestment adviser rep
- Martin G. PomrehnCertified Financial Planner, Personal Financial Specialist
- Emmanuel RoblesInvestment adviser rep
- Jonathan M. RogersCertified Financial Planner
- Judith M. RossettiChartered Financial Analyst
- Brian T. SavageInvestment adviser rep
- Mark J. SchmulenInvestment adviser rep
- Kyle S. SchroederCertified Financial Planner
- John J. Schultz IIIInvestment adviser rep
- Stephen A. SenesacInvestment adviser rep
- Benjamin S. SevcikCertified Financial Planner, Personal Financial Specialist
- Brian J. ShapiroInvestment adviser rep
- Bruce J. SkrydInvestment adviser rep
- Andrew P. SmithInvestment adviser rep
- Tyler H. SmithCertified Financial Planner
- Jeffrey K. SpokasInvestment adviser rep
- Joseph A. SpokasCertified Financial Planner, Personal Financial Specialist · Also a broker rep
- Matthew J. SpokasInvestment adviser rep
- Seth M. StammlerCertified Financial Planner, Chartered Financial Analyst
- Heidi C. VerbiscerInvestment adviser rep
- John W. ViresCertified Financial Planner, Chartered Financial Analyst
- Joseph A. VogenthalerInvestment adviser rep
- Arvin T. WeindruchInvestment adviser rep
- Michelle E. WeindruchCertified Financial Planner
- Brooks C. WhiteCertified Financial Planner
- Susan R. WilliamsInvestment adviser rep
- Abraham WilsonPersonal Financial Specialist
- Asher WithamCertified Financial Planner
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Forum Financial Management, LP advisors in other cities
East Moline, IL 3Cohoes, NY 2Menlo Park, CA 2Northbrook, IL 2Orland Park, IL 2Saint Charles, IL 2Ashland, OR 1Austin, TX 1Bellingham, WA 1Carefree, AZ 1Chicago, IL 1Highland Beach, FL 1Hinsdale, IL 1Itasca, IL 1Ithaca, NY 1
Other firms in Lombard
All Lombard advisors →Cetera Investment Advisers LLC 25Capital Analysts 15Lincoln Investment 11Northwestern Mutual Investment Services, LLC 10Pfs Investments Inc. 7Edward Jones 6Hunter Capital Management 5Cambridge Investment Research Advisors, Inc. 4Onepoint Bfg Wealth Partners 4Park Avenue Securities LLC 4Athena Advisor Services, LLC 3Commonwealth Financial Network 3
Questions
How many financial advisors does Forum Financial Management, LP have in Lombard?
62 investment adviser representatives are registered at Forum Financial Management, LP offices in Lombard, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 104 nationwide. 23 list the CFP designation and 6 are also registered as broker representatives.
Is Forum Financial Management, LP one of the largest advisor employers in Lombard?
Forum Financial Management, LP ranks number 1 in Lombard by registered advisors, ahead of Cetera Investment Advisers LLC (25).
How do I check a Forum Financial Management, LP advisor in Lombard?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Forum Financial Management, LP office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.