Michael Kite, financial advisor Lombard IL
90 score

Michael Kite

CRD Number: 5897225
Current Firm: Forum Financial Management, LP

Michael Kite (CRD# 5897225) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Faermark & Williams, LLC Lombard, IL Feb 2012 - Current 5
Forum Financial Management, LP Lombard, IL Jan 2012 - Current 5
Pinnacle Wealth Management, LLC Lombard, IL Oct 2011 - Current 6
Purshe Kaplan Sterling Investments Lombard, IL Jun 2011 - Current 6
Forum Financial Management, LLC Lombard, IL Jan 2011 - Jan 2012 1
Colky & Kirsh Ltd Chicago, IL Jun 2010 - Jan 2011 < 1
Synergy Legal Professionals Chicago, IL Aug 2009 - Jan 2011 1
Knosher & Kite, Attorneys At Law Chicago, IL Jan 2009 - Jun 2010 1
Underground Lounge/yard Chicago, IL Mar 2009 - Aug 2009 < 1
City Of Chicago - O'hare Modernization Program Chicago, IL Jul 2008 - Dec 2008 < 1
John Marshall Law School Chicago, IL Jan 2006 - Jun 2008 2
Law Office Of Michael Helfand Chicago, IL Jun 2007 - Aug 2007 < 1
Cook County Circuit Court-honorable Jesse G. Reyes Chicago, IL Jan 2007 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Michael W. Kite
Phone Number: 630-873-8520
Firm Website: http://www.forumfin.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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