Forum Financial Management, LP
Forum Financial Management, LP (CRD# 145706) is a financial advisory firm headquartered in Lombard, IL. They manage $8,531,276,819 in 21,698 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management8,531MILLION
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Total Number of Accounts21,698ACCOUNTS
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Average Account Value$393,183
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Norbert Mindel (CRD# 1254630) is an Investment Advisor Representative working at Forum Financial Management, LP in Carefree, AZ and has over 36 years of experience in the finance industry.
Michael Moles (CRD# 6733286) is an Investment Advisor Representative working at Forum Financial Management, LP in Chicago, IL and has over 7 years of experience in the finance industry.
William Morrison (CRD# 1562574) is an Investment Advisor Representative working at Forum Financial Management, LP in Saint Charles, IL and has over 33 years of experience in the finance industry.
Vincenzo Nardi (CRD# 6952238) 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.
Meghan Nolan (CRD# 7031228) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has 1 year of experience in the finance industry.
Linda Parks (CRD# 6217549) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 10 years of experience in the finance industry.
Marvin Peplow (CRD# 3181260) 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.
Martin Pomrehn (CRD# 1907077) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 32 years of experience in the finance industry.
Barbara Ray (CRD# 4635209) is an Investment Advisor Representative working at Forum Financial Management, LP in Murray, UT and has over 20 years of experience in the finance industry.
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.