Martin Pomrehn, financial advisor Lombard IL

Martin Pomrehn

CRD Number: 1907077
Current Firm: Forum Financial Management, LP

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. Martin Pomrehn 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 Managment, LP Oak Brook, IL Oct 2016 - Current 7
Mp360° Financial Services Oak Brook, IL Nov 2012 - Current 11
Mp360° Tax Services, Ltd. Oak Brook, IL Jan 1993 - Current 31
Purshe Kaplan Sterling Investments, Inc. Albany, NY Oct 2016 - Dec 2020 4
Cetera Investment Advisers LLC Schaumburg, IL Jun 1995 - Oct 2016 21
Cetera Financial Specialists LLC Schaumburg, IL Nov 1988 - Oct 2016 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
S65 NASAA Investment Advisors Law Examination Dec 1995
Contact Info for Martin G. Pomrehn
Phone Number: (630) 873-8520
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    8,531
    MILLIONS
  • Total Number of Accounts
    21,698
    ACCOUNTS
  • Average Account Value
    $393,183
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

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

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