Forum Financial Management, LP

Firm record

As recorded in SEC IAPD

Firm CRD

145706

SEC number

801-69970

Firm type

RIA

Assets under management

$8.7B as of Jun 23, 2026

Website

www.linkedin.com/COMPANY/FORUM-FINANCIAL-MANAGEMENT-LLC ↗

Phone

(630) 873-8520

Address

1900 South Highland Avenue, Lombard, IL, 60148

Advisors at this firm

91 in our index · page 1 of 2

• John Joseph AdamCRD 2010380 · Lombard, IL
  IA Registered
• Jacqueline Dana AdlerCRD 4481267 · Laguna Niguel, CA
  IA RegisteredRegistration inactive
• Luke Bernard AdamCRD 7190821 · Lombard, IL
  IA Registered
• Nirav Rajen BataviaCRD 4699593 · Lombard, IL
  IA Registered
• Jeffrey Jay BogdanovichCRD 3168177 · Edmonds, WA
  IA Registered
• Kevin Michael BensonCRD 7246725 · High Point, NC
  IA RegisteredRegistration inactive
• Zachary Zane BoydCRD 8187381 · Reno, NV
  IA Registered
• Christian Thomas BradleyCRD 7429062 · Prairie Village, KS
  IA Registered
• Mark David BulmerCRD 7168180 · High Point, NC
  IA RegisteredRegistration inactive
• Thomas John CampbellCRD 3119960 · Naperville, IL
  IA Registered
• Nicole Ann CampbellCRD 6576056 · Lombard, IL
  IA Registered
• Amanda Lynn D'aprileCRD 7216409 · Cohoes, NY
  IA Registered
• Sage Vitale D'aprileCRD 7770342 · Cohoes, NY
  IA Registered
• Jeffrey Brian DoblinCRD 4636531 · Northbrook, IL
  IA Registered
• Mark R DonatelliCRD 5272869 · Hinsdale, IL
  IA Registered
• Daniel Joseph DrallmeierCRD 6440759 · Lombard, IL
  IA Registered
• Paul Raymond DraniczarekCRD 5729453 · Westmont, IL
  IA Registered
• William Adam FatesCRD 2477042 · Itasca, IL
  IA Registered
• Robert Francis FezzaCRD 3227165 · Roswell, GA
  IA RegisteredRegistration inactive
• Karma Ann ForrestalCRD 4214390 · Lombard, IL
  IA Registered
• Debra Ann GardiCRD 2196712 · Sarasota, FL
  IA RegisteredBroker
• Christopher John GenzlerCRD 1328896 · Lombard, IL
  IA RegisteredRegistration inactive
• Jack Stephen GrzeniaCRD 6516471 · Oak Brook, IL
  IA RegisteredBroker
• Jessica Joan HaagesCRD 6358901 · Lombard, IL
  IA RegisteredRegistration inactive
• Alan Charles HambourgerCRD 1846051 · Ponce Inlet, FL
  IA Registered
• Richard David John HarigCRD 871710 · Lenoir, NC
  IA RegisteredBroker
• Marcus Kurt HeinrichCRD 1264506 · Saint Petersburg, FL
  IA Registered
• Eric Edward HrebicCRD 5490093 · Lombard, IL
  IA Registered
• James David HuskinCRD 2779194 · Mequon, WI
  IA Registered
• Megan Wagner JanssenCRD 8103827 · Ashland, OR
  IA Registered
• Michael Severin KennedyCRD 865316 · Oak Brook, IL
  IA Registered
• Howard Shane KiteCRD 1017428 · Lombard, IL
  IA RegisteredRegistration inactive
• Michael William KiteCRD 5897225 · Lombard, IL
  IA RegisteredBroker
• Leon Steven KolodziejCRD 5166649 · Saint Charles, IL
  IA Registered
• Christopher Anthony LamiaCRD 2374768 · Thousand Oaks, CA
  IA Registered
• James Arnold LaperaCRD 2026236 · Lombard, IL
  IA RegisteredBroker
• Jason Brian LealCRD 5865104 · San Antonio, TX
  IA RegisteredRegistration inactive
• David Daniel LennonCRD 2505780 · Joliet, IL
  IA RegisteredBroker
• Lou Ann LisackCRD 6281404 · Orland Park, IL
  IA Registered
• Thomas Robert LongoCRD 2032497 · La Grange, IL
  IA Registered
• Megan Elizabeth MartinCRD 5971855 · Northbrook, IL
  IA Registered
• Steven Roger MartinCRD 4624553 · Lombard, IL
  IA Registered
• Michal MartinekCRD 6037039 · Lombard, IL
  IA RegisteredRegistration inactive
• Alfred Andrew MarwedeCRD 2230521 · Lake Forest, IL
  IA Registered
• Eric Foster McginnisCRD 6264467 · Gig Harbor, WA
  IA Registered
• Robert Thomas MethvenCRD 3004179 · Midlothian, VA
  IA Registered
• Dennis Michael MichonCRD 1387045 · Orland Park, IL
  IA Registered
• Norbert Mac MindelCRD 1254630 · Carefree, AZ
  IA Registered
• Michael George MolesCRD 6733286 · Chicago, IL
  IA RegisteredBroker
• William Orrin MorrisonCRD 1562574 · Saint Charles, IL
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.