Forum Financial Management, LP

Forum Financial Management, LP (CRD# 145706) is a financial advisory firm headquartered in Lombard, IL. They manage $2,037,223,834 in 7,269 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,037
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Forum Financial Management, LP
Showing 1 - 10 of 47 top financial advisors.
1
Jonathan M. Rogers
CRD#: 5307693
1900 S. Highland Avenue, Suite 100, Lombard, IL 60148
104
Wealthminder
score

Jonathan M. Rogers serves as Co-Managing Partner, Director of the Investment Committee and Chief Financial Officer at Forum. He previously worked for Dimensional Fund Advisors (DFA) in their Financial Advisor Services Group, where he had both analytical and business development responsibilities.

 

His personal clients depend on his advice when making major financial decisions in their lives. He is an invaluable person in his clients’ lives because he provides peace of mind by looking after their investment accounts, savings plans and long-term well-being.

 

As the Co-Director of Forum’s Investment Committee, Jonathan organizes Forum’s due diligence and investment research initiatives. His analytical finance skills complement the experience of the other committee members, who average 28 years of experience in the industry.

 

Jonathan graduated from The University of Texas with a B.B.A. in Finance and a B.A. in Plan II Honors. He received his M.B.A. from The University of Chicago Booth School of Business with concentrations in Finance, Marketing, Operations, Entrepreneurship, and Analytical Management.

2
John J. Adam
CRD#: 2010380
1900 S. Highland Avenue, Suite 100, Lombard, IL 60148
96
Wealthminder
score

John Adam (CRD# 2010380) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 25 years of experience in the finance industry. John Adam 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.

3
Nirav R. Batavia
CRD#: 4699593
1900 S. Highland Avenue, Suite 100, Lombard, IL 60148
96
Wealthminder
score

Nirav Batavia (CRD# 4699593) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 13 years of experience in the finance industry.

4
David E. Campbell
CRD#: 3119986
1801-h N Mjill St., Naperville, IL 60563
96
Wealthminder
score

David Campbell (CRD# 3119986) is an Investment Advisor Representative working at Forum Financial Management, LP in Naperville, IL and has over 18 years of experience in the finance industry. David Campbell 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.

5
Karma A. Forrestal
CRD#: 4214390
1900 S. Highland Avenue, Suite 100, Lombard, IL 60148
96
Wealthminder
score

Karma Forrestal (CRD# 4214390) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 11 years of experience in the finance industry. Karma Forrestal 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.

6
Christopher J. Genzler
CRD#: 1328896
1900 S. Highland Avenue, Suite 100, Lombard, IL 60148
96
Wealthminder
score

Christopher Genzler (CRD# 1328896) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 25 years of experience in the finance industry. Christopher Genzler 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.

7
Alan C. Hambourger
CRD#: 1846051
4709 W. Golf Road, Suite 1015, Skokie, IL 60076
96
Wealthminder
score

Alan Hambourger (CRD# 1846051) is an Investment Advisor Representative working at Forum Financial Management, LP in Skokie, IL and has over 26 years of experience in the finance industry. Alan Hambourger 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.

8
Marcus K. Heinrich
CRD#: 1264506
1900 S. Highland Avenue, Suite 100, Lombard, IL 60148
96
Wealthminder
score

Marcus Heinrich (CRD# 1264506) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 28 years of experience in the finance industry. Marcus Heinrich 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.

9
Michael S. Kennedy
CRD#: 865316
1900 S. Highland Avenue, Suite 100, Lombard, IL 60148
96
Wealthminder
score

Michael Kennedy (CRD# 865316) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 14 years of experience in the finance industry. Michael Kennedy 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.

10
Norbert M. Mindel
CRD#: 1254630
1900 S. Highland Avenue, Suite 100, Lombard, IL 60148
96
Wealthminder
score

Norbert Mindel (CRD# 1254630) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 29 years of experience in the finance industry. Norbert Mindel 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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