Forward Financial Planning,llc

Forward Financial Planning,llc (CRD# 129814) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

IL

Financial Advisors at Forward Financial Planning,llc
Showing 1 - 2 of 2 top financial advisors.
1
Carol A. Burroughs
CRD#: 4793476
Normal, IL
96
Wealthminder
score

Carol Burroughs (CRD# 4793476) is an Investment Advisor Representative working at Forward Financial Planning,llc in Normal, IL and has over 13 years of experience in the finance industry. Carol Burroughs 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.

2
Frank J. Zawatski
CRD#: 4071660
Normal, IL
96
Wealthminder
score

Frank Zawatski (CRD# 4071660) is an Investment Advisor Representative working at Forward Financial Planning,llc in Normal, IL and has over 17 years of experience in the finance industry. Frank Zawatski 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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