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 2 of 2

• Liam Kelly MethvenCRD 8007297 · Midlothian, VA
  IA Registered
• Brandon Lee MeyerCRD 7797514 · Sonora, CA
  IA Registered
• Zachary Henry MindelCRD 7721700 · Bellingham, WA
  IA Registered
• Steven John MinturnCRD 7451870 · Lakewood, CO
  IA Registered
• Vincenzo NardiCRD 6952238 · Chicago, IL
  IA Registered
• Laura Sandra NorekCRD 7851963 · Lombard, IL
  IA Registered
• Linda Sue ParksCRD 6217549 · Ithaca, NY
  IA Registered
• Martin Glenn PomrehnCRD 1907077 · Oak Brook, IL
  IA RegisteredRegistration inactive
• Jason Gregory PinkCRD 7797513 · Sonora, CA
  IA Registered
• Emmanuel RoblesCRD 6392993 · Gilbert, AZ
  IA Registered
• Jonathan Marichal RogersCRD 5307693 · Lombard, IL
  IA Registered
• Juan Carlos RosCRD 6028956 · Thousand Oaks, CA
  IA Registered
• Judith Malter RossettiCRD 8093512 · Northbrook, IL
  IA Registered
• Brian Thomas SavageCRD 1312439 · Plainfield, IL
  IA Registered
  Disclosure event(s) on record
• Andrea Joy SchreiberCRD 6122090 · Naperville, IL
  IA Registered
• Kyle Stephen SchroederCRD 5713881 · Lombard, IL
  IA RegisteredRegistration inactive
• Stephen Albert SenesacCRD 1846064 · Sarasota, FL
  IA Registered
• Benjamin Scott SevcikCRD 6402728 · Lombard, IL
  IA Registered
• Brian Joseph ShapiroCRD 4561250 · Saint Louis, MO
  IA Registered
• Sanjay Paul SharmaCRD 6757116 · Los Angeles, CA
  IA Registered
• Bruce John SkrydCRD 1964652 · La Grange, IL
  IA Registered
• Jeffrey Kenneth SpokasCRD 6069760 · Lombard, IL
  IA Registered
• Joseph Anthony SpokasCRD 1688775 · Lombard, IL
  IA RegisteredBroker
• Seth Matthew StammlerCRD 5942326 · Rhinebeck, NY
  IA RegisteredRegistration inactive
• Logan Taylor SandersCRD 6654448 · Thousand Oaks, CA
  IA Registered
• Mark Jason SchmulenCRD 6776157 · Houston, TX
  IA Registered
• John Joseph SchultzCRD 7180054 · Greenwood Village, CO
  IA Registered
• David Ward SeeryCRD 6609184 · Thousand Oaks, CA
  IA Registered
• Tyler Hurst SmithCRD 6881488 · Denver, CO
  IA Registered
• Ngoc The SouCRD 7618265 · Lansing, NY
  IA Registered
• Matthew Joseph SpokasCRD 7579903 · Lombard, IL
  IA Registered
• Joseph Anthony VogenthalerCRD 2186241 · Chicago, IL
  IA Registered
• Heidi Christa VerbiscerCRD 7195056 · Glen Ellyn, IL
  IA Registered
• Arvin Thomas WeindruchCRD 2111518 · Northfield, IL
  IA Registered
• Michelle Erin WeindruchCRD 5970159 · Northfield, IL
  IA RegisteredRegistration inactive
• Samuel R. WilliamsCRD 6070713 · Midlothian, VA
  IA RegisteredRegistration inactive
• Susan Reedy WilliamsCRD 5834980 · Villa Park, IL
  IA Registered
• Dennis Joseph WojcickiCRD 1582619 · Itasca, IL
  IA Registered
• Brooks Carl WhiteCRD 7306130 · Thousand Oaks, CA
  IA Registered
• Asher WithamCRD 8201688 · Thousand Oaks, CA
  IA Registered
• Ryan Douglas ZinkCRD 6032823 · Saint Charles, IL
  IA RegisteredBroker

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.