Thomas John Campbell

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

• 05/1990 → Present
  John E. Campbell & Assoc., Ltd.
  Naperville, IL
• 08/2014 → Present
  Forum Financial Management, Lp
  Lombard, IL

Previous Registrations

• 2006-05-25 → 2014-09-17
  Cetera Investment Advisers Llc
  Naperville, IL
• 2000-04-03 → 2008-07-15
  Campbell Financial Group, Inc.
• 2000-04-03 → 2002-12-31
  Campbell Financial Group, Inc.
  Naperville, IL

Other Businesses

1) Sole Proprietor; Investment-related; 1230 East Diehl Road, Suite 203, Naperville, IL 60563; Insurance; Independent agent; 2/2006; Less than 5 hours/month devoted; Less 5 hours during securities trading hours; Insurance sales. 2) John E. Campbell & Assoc., Ltd.; Not investment-related; 1230 East Diehl Road, Suite 203, Naperville, IL 60563; CPA firm; Vice President; 5/1990; 120 hours/month devoted; 80 hours during securities trading hours; Accounting and tax services.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-10-12
• S65 Uniform Investment Adviser Law Examination
  1998-08-31

Other Names

• Thomas Campbell