Martin Glenn Pomrehn

Employer firm

Forum Financial Management, LP CRD 145706

$8.69B regulatory AUM 155 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1988 → 10/2016
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/1995 → 10/2016
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/1993 → Present
  Mp360° Tax Services, Ltd.
  Oak Brook, IL
• 10/2016 → 12/2020
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 09/2016 → Present
  Forum Financial Managment, Lp
  Lombard, IL

Previous Registrations

• 1998-02-16 → 2016-09-23
  Cetera Investment Advisers Llc
  Oak Brook, IL
• 2002-03-13 → 2007-12-31
  Pomrehn, Martin Glenn
  Oak Brook, IL

Other Businesses

1) MP360° Tax Services, Ltd.; Not investment-related; 1200 Harger Road, Suite 220, Oak Brook, IL 60523; CPA Firm; Shareholder and President; 1/1993; 55 hours/month devoted; 55 hours during securities trading hours; Manage staff, meet with clients, accounting services, and tax planning and preparation. 2) MP360 Financial Services; Not investment related; 1200 Harger Road, Suite 220, Oak Brook, IL 60523; Administrative Entity; Owner; 11/2012; Less than 5 hours per month; 0 hours during securities trading hours; Administers payroll and issues W-2 compensation to support staff.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-14
• S63 Uniform Securities Agent State Law Examination
  1991-07-23

Designations

• Certified Financial Planner
• Personal Financial Specialist