Benjamin Sevcik, financial advisor Lombard IL
90 score

Benjamin Sevcik

CRD Number: 6402728
Current Firm: Forum Financial Management, LP

Benjamin Sevcik (CRD# 6402728) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has 1 year of experience in the finance industry. Benjamin Sevcik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Forum Financial Management, LP Lombaqrd, IL Sep 2014 - Current 2
Forum Tax & Accounting Services LLC Lombard, IL Sep 2011 - Current 5
Mooney & Thomas Pc Aurora, IL Oct 2010 - Aug 2011 < 1
Leonard & Company Cpas Elmwood Park, IL Jun 2008 - Oct 2010 2
Dnh Business Consultants Pc Hinsdale, IL Jan 2006 - Jun 2008 2

Benjamin Sevcik has no recent exams reported.
Contact Info for Benjamin S. Sevcik
Phone Number: 630-873-8520
Firm Website: http://www.forumfin.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,037
    MILLIONS
  • Total Number of Accounts
    7,269
    ACCOUNTS
  • Average Account Value
    $280,262
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, NE, NJ, NY, PA, SC, TN, TX, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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