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James David Huskin

Forum Financial Management, LP

Lombard, IL

Mequon, WI

CRD 2779194

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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:

Current Employers
Forum Financial Management, Lp

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2016-08-31
  • WI RA
    APPROVED
    Since 2016-08-31

Branch Locations

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

10556 North Port Washington Road Suite 201, Mequon, WI 53092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Forum Financial Management, Lp Lombard IL 08/2016 Present
Previous Registrations
  • 2008-03-12 → 2012-05-02
    Edward Jones
    Brown Deer, WI
    Mequon, WI
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-01
  • S66 Uniform Combined State Law Examination
    2008-03-01
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Nearby Investors

THOMAS JOHN CAMPBELL
MARY PATRICIA WESCHE
MARVIN LEE PEPLOW

Nearby Offices

OSAIC WEALTH, INC. · LOMBARD, IL
CETERA INVESTMENT ADVISERS LLC · LOMBARD, IL
EDWARD JONES · Lombard, IL

More in Lombard, IL

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