Karma Ann Forrestal

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

• 04/2012 → Present
  Forum Financial Management Lp
  Lombard, IL
• 07/2016 → Present
  Forum Financial Management, Lp
  Lombard, IL

Previous Registrations

• 2011-01-06 → 2012-04-30
  Morrison Financial Services, Ltd
  Wheaton, IL

Other Businesses

1) F.A.M. LLC; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; General Partner to Forum Financial Management, LP; Member; 07/2016; Less than 5 hours per month; Less than 5 hours during securities trading hours; provide certain management services pursuant to Forum Financial Management, LP as part of a service agreement. 2) 7 Guys Office Condo LLC; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; Reale estate entity owning office condominiums; Member; 06/2018; Less than 5 hours per month; Less than 5 hours during securities trading hours; No direct activities, real estate investment.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-10-21

Designations

• Certified Financial Planner

Other Names

• Karma Ann Kamerlander
• Karma Ann Otten