Steven Roger Martin

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

• 11/2014 → 06/2019
  Bkd Wealth Advisors, Llc
  Oakbrook Terrace, IL
• 09/2019 → Present
  Forum Financial Management, Lp
  Lombard, IL

Previous Registrations

• 2014-11-04 → 2019-06-10
  Forvis Mazars Wealth Advisors, Llc
  Oakbrook Terrace, IL
  Springfield, MO
• 2010-11-11 → 2015-10-30
  Wolf Financial Management, Llc
  Oakbrook Terrace, IL
• 2010-11-11 → 2014-12-31
  Wolf Financial Management, Llc
  Oakbrook Terrace, IL
  Oakbrook Terrace, IL
  Oakbrook Terrace, IL
• 2009-07-13 → 2010-11-12
  Onyx Wealth Advisors, Inc.
  Dallas, TX
• 2003-04-08 → 2009-07-13
  Commonwealth Financial Network
  Plainfield, IL
  Plainfield, IL
• 2003-04-09 → 2007-12-31
  Beacon Financial Planning Services, Ltd
  Plainfield, IL

Other Businesses

Steven Martin, LLC; Not investment-related; Plainfield, IL; Personal holding entity; Member; 01/2026; Less than 5 hours a month; Less than 5 hours during securities trading hours; LLC used for business expenses.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-03-28

Designations

• Certified Financial Planner