Company Name:
FORUM FINANCIAL MANAGEMENT, LP
Address:
SUITE 100, 1900 S. HIGHLAND AVENUE, LOMBARD IL 60148
CRD Number:
145706
SEC Number:
801-69970
Financial Regulator:
SEC/ FINRA
Website:
https://www.linkedin.com/company/wealth-advisor-alliance/
Registration started
Ended
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
CDR: 1017428
HOWARD KITE
started on 2009-06-11
CDR: 2010380
JOHN ADAM
JOHN J ADAM
started on 2009-03-10
CDR: 1254630
NORBERT MINDEL
NORB MINDEL NORBERT MINDEL NORM MINDEL
started on 2009-03-12
CDR: 1312439
BRIAN SAVAGE
started on 2009-03-12
CDR: 1688775
JOSEPH SPOKAS
JOE SPOKAS
started on 2009-03-12
CDR: 1726388
JACK FOLKERTS
JACK A FOLKERTS
started on 2009-06-10
CDR: 3004179
ROBERT METHVEN
ROBERT THOMAS METHREN ROBERT METHVEN
started on 2009-08-26
CDR: 3175592
MARY WESCHE
MARY PATRICIA HARTNETT MARY PAT WESCHE
started on 2009-03-12
CDR: 1264506
MARCUS HEINRICH
started on 2009-03-11
CDR: 1804721
WILLIAM CARLSON
WILLIAM PAUL CARLSON
started on 2010-06-23
CDR: 1846051
ALAN HAMBOURGER
started on 2010-03-11
CDR: 2423722
DAVID STRULOWITZ
started on 2010-03-11
CDR: 1811018
JANICE KROGSTAD
JANICE MARY ENGLE JANICE LEIPER
started on 2010-03-04
CDR: 2477042
WILLIAM FATES
WILLIAM A FATTES
started on 2010-01-20
CDR: 865316
MICHAEL KENNEDY
started on 2010-08-26
CDR: 1811018
JANICE KROGSTAD
JANICE MARY ENGLE JANICE LEIPER
ended on 2011-12-21
CDR: 4469628
MICHAEL MOYSKI
started on 2012-08-13
CDR: 3184919
GARY CROCUS
started on 2012-10-26
CDR: 4469569
MICHAEL CELER
started on 2012-08-14
CDR: 5970159
MICHELLE WEINDRUCH
started on 2012-07-09
CDR: 5897225
MICHAEL KITE
MICHAEL W KITE
started on 2012-01-30
CDR: 2649197
ANITA SAUERS
ANITA CHRISTINE ROGERS/KRANZ
started on 2012-05-31
CDR: 6122090
ANDREA SCHREIBER
started on 2012-10-18
CDR: 2026236
JAMES LAPERA
started on 2012-01-25
CDR: 2230521
ALFRED MARWEDE
A ANDREW MARWEDE
started on 2012-08-01
CDR: 4469607
JAMES MATHIESON
started on 2012-08-15
CDR: 1328896
CHRISTOPHER GENZLER
started on 2012-08-23
CDR: 2627621
EUGENE DURBIN
started on 2013-04-26
CDR: 1846064
STEPHEN SENESAC
started on 2013-10-24
CDR: 6135200
KATHLEEN THOMAS
KATHY CUTLER KATHY THOMAS
started on 2013-01-08
CDR: 2505780
DAVID LENNON
started on 2013-10-24
CDR: 2258941
JAMES MOLES
started on 2013-10-18
CDR: 2346953
RONALD AUSTIN
started on 2013-07-29
CDR: 2648232
CHRISTOPHER WOJCICKI
started on 2013-07-11
CDR: 1964652
BRUCE SKRYD
started on 2013-04-30
CDR: 2032497
THOMAS LONGO
started on 2013-04-29
CDR: 1582619
DENNIS WOJCICKI
started on 2013-07-02
CDR: 2130414
MARY EHLERT
MARYANNE GABRIEL MARYANNE WALLACE
started on 2013-12-02
CDR: 2259009
RAYMOND SULLIVAN
RAY SULLIVAN
started on 2013-08-09
CDR: 1387045
DENNIS MICHON
started on 2013-01-01
CDR: 2423722
DAVID STRULOWITZ
ended on 2013-02-04
CDR: 3119960
THOMAS CAMPBELL
THOMAS CAMPBELL
started on 2014-09-12
CDR: 6402728
BENJAMIN SEVCIK
started on 2014-10-15
CDR: 6281404
LOU ANN LISACK
LOU ANN BEEMSTERBOER
started on 2014-11-03
CDR: 4699593
NIRAV BATAVIA
NIRAV BATAVIA
started on 2014-09-12
CDR: 1663805
HEATHER WRIGHT
HEATHER ANNE MARSLAND HEATHER M. WEBSTER HEATHER MARSLAND WEBSTER Heather Marsland Wright
started on 2014-07-28
CDR: 3119986
DAVID CAMPBELL
DAVID CAMPBELL
started on 2014-09-12
CDR: 4469569
MICHAEL CELER
ended on 2014-06-24
CDR: 1663805
HEATHER WRIGHT
HEATHER ANNE MARSLAND HEATHER M. WEBSTER HEATHER MARSLAND WEBSTER Heather Marsland Wright
ended on 2014-10-28
CDR: 1726388
JACK FOLKERTS
JACK A FOLKERTS
ended on 2014-12-31
CDR: 6032823
RYAN ZINK
RYAN D ZINK
started on 2015-02-13
CDR: 3091979
BRIAN EISENMENGER
started on 2015-12-10
CDR: 1562574
WILLIAM MORRISON
started on 2015-02-13
CDR: 6449840
JONATHAN KITE
started on 2015-08-12
CDR: 6576056
Nicole Campbell
Nicole Ann Busch
started on 2015-11-12
CDR: 6440759
DANIEL DRALLMEIER
started on 2015-01-26
CDR: 2627621
EUGENE DURBIN
ended on 2015-10-06
CDR: 6135200
KATHLEEN THOMAS
KATHY CUTLER KATHY THOMAS
ended on 2015-10-15
CDR: 2648232
CHRISTOPHER WOJCICKI
ended on 2015-10-06
CDR: 4469607
JAMES MATHIESON
ended on 2015-09-10
CDR: 2700531
DONNA BARTH
DONNA BARBER DONNA MARY PHELPS DONNA MARY SAMP
started on 2016-08-29
CDR: 3181260
MARVIN PEPLOW
started on 2016-12-21
CDR: 2779194
JAMES HUSKIN
started on 2016-08-31
CDR: 1907077
MARTIN POMREHN
started on 2016-09-21
CDR: 4509143
JOHN SCIACCOTTA
JOHN SCIACCOTTA
started on 2016-11-07
CDR: 6690804
Jody Padar
Jody Lee Matousek
started on 2016-08-25
CDR: 1834706
GEOFFREY MACLAY
RIP MACLAY
started on 2016-08-29
CDR: 6599165
STACY GARY
started on 2016-01-06
CDR: 2878363
JOHN VIRES
JOHN WILLIAM VIRUS
started on 2016-01-05
CDR: 4469628
MICHAEL MOYSKI
ended on 2016-12-31
CDR: 3091979
BRIAN EISENMENGER
ended on 2016-04-12
CDR: 2649197
ANITA SAUERS
ANITA CHRISTINE ROGERS/KRANZ
ended on 2016-12-16
CDR: 6690804
Jody Padar
Jody Lee Matousek
ended on 2016-11-03
CDR: 6599165
STACY GARY
ended on 2016-06-01
CDR: 6733286
MICHAEL MOLES
started on 2017-01-07
CDR: 4636531
JEFFREY DOBLIN
started on 2017-06-01
CDR: 6776157
Mark Schmulen
started on 2017-04-18
CDR: 871710
RICHARD HARIG
RICHARD DAVID HARIG RICK HARIG
started on 2017-06-20
CDR: 1804721
WILLIAM CARLSON
WILLIAM PAUL CARLSON
ended on 2017-02-06
CDR: 2700531
DONNA BARTH
DONNA BARBER DONNA MARY PHELPS DONNA MARY SAMP
ended on 2017-05-05
CDR: 6449840
JONATHAN KITE
ended on 2017-07-11
CDR: 1834706
GEOFFREY MACLAY
RIP MACLAY
ended on 2017-12-31
CDR: 3181733
JEFFREY BORENSTEIN
started on 2018-10-24
CDR: 7010702
Phillip Morgan
Phillip Randall Morgan
started on 2018-11-12
CDR: 6609184
David Seery
started on 2018-10-16
CDR: 4425944
RICHARD WILKENS
started on 2018-01-24
CDR: 6895583
Joseph DeMarco
started on 2018-01-12
CDR: 6482969
LOUIS BROWN
LOUIS BROWN
started on 2018-05-18
CDR: 7010733
Jason Forrester
started on 2018-10-22
CDR: 6028956
JUAN ROS
started on 2018-10-24
CDR: 3079765
NEDAL HALAWA
NEAL ZIAD HALAWA NEDAL Z HALAWA NEAL ZIAD HALAWAY
started on 2018-08-08
CDR: 4635209
BARBARA RAY
started on 2018-11-13
CDR: 6952238
Vincenzo Nardi
Vicenzo Nardi Vince Nardi Vincent Nardi
started on 2018-05-15
CDR: 6148863
MARK GIANCARLO
started on 2018-08-31
CDR: 2374768
CHRISTOPHER LAMIA
started on 2018-10-23
CDR: 7031228
MEGHAN NOLAN
started on 2018-10-13
CDR: 6923962
Kevin Ryan
started on 2019-01-15
CDR: 2196712
DEBRA GARDI
DEBRA ANN ZUCKERMAN
started on 2019-01-25
CDR: 7195056
Heidi Verbiscer
started on 2019-12-20
CDR: 4570171
Kevin McAuliffe
KEVIN JAMES MCAULIFFE
started on 2019-02-21
CDR: 7084397
Raymond Catania
started on 2019-03-13
CDR: 7076629
WILLIAM DAVIS
started on 2019-02-25
CDR: 7190821
Luke Adam
started on 2019-10-17
CDR: 4624553
STEVEN MARTIN
started on 2019-09-17
CDR: 7180054
John Schultz
John Joseph Schultz III
started on 2019-09-19
CDR: 2078561
MATTHEW RAMOS
started on 2019-09-17
CDR: 7001449
Erin Sharkey
Erin Sharkey
started on 2019-01-17
CDR: 3277774
BRYAN BASILA
started on 2019-06-21
CDR: 7090328
Norman Hilgendorf
started on 2019-03-27
CDR: 6923962
Kevin Ryan
ended on 2019-06-10
CDR: 4425944
RICHARD WILKENS
ended on 2019-04-23
CDR: 4570171
Kevin McAuliffe
KEVIN JAMES MCAULIFFE
ended on 2019-06-24
CDR: 7084397
Raymond Catania
ended on 2019-11-13
CDR: 7001449
Erin Sharkey
Erin Sharkey
ended on 2019-06-10
CDR: 6734443
John Strelka
started on 2020-11-02
CDR: 7216409
Amanda D'Aprile
Amanda Lynn Stark
started on 2020-02-12
CDR: 2186241
JOSEPH VOGENTHALER
JOE VOGENTHALER VOGIE VOGENTHALER
started on 2020-07-28
CDR: 7306130
Brooks White
started on 2020-10-27
CDR: 1357671
DAVID SMITH
started on 2020-08-05
CDR: 4561250
BRIAN SHAPIRO
started on 2020-09-14
CDR: 4425944
RICHARD WILKENS
started on 2020-03-30
CDR: 2259009
RAYMOND SULLIVAN
RAY SULLIVAN
ended on 2020-08-20
CDR: 7350320
Elisa Schvaneveldt
started on 2021-03-23
CDR: 6057449
STEPHEN BERGMAN
STEPHEN BERGMAN
started on 2021-01-11
CDR: 7316078
Sydney Woodward
started on 2021-04-26
CDR: 5969279
TRENT OVERZET
TRENT OVERZET
started on 2021-04-28
CDR: 6734443
John Strelka
ended on 2021-04-01
CDR: 1312439
BRIAN SAVAGE
ended on 2021-04-01



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