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Eric Edward Hrebic

Forum Financial Management, LP

Lombard, IL

CRD 5490093

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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
TX RA APPROVED 2021-05-18
IL RA APPROVED 2020-01-07
  • TX RA
    APPROVED
    Since 2021-05-18
  • IL RA
    APPROVED
    Since 2020-01-07

Branch Locations

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • 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
606 Wealth Management, Llc Chicago IL 05/2019 03/2020
Lowery Asset Consulting Chicago IL 01/2009 06/2018
Unemployed Chicago IL 07/2018 04/2019
Forum Financial Management, Lp Lombard IL 01/2020 Present
  • 05/2019 → 03/2020
    606 Wealth Management, Llc
    Chicago, IL
  • 01/2009 → 06/2018
    Lowery Asset Consulting
    Chicago, IL
  • 07/2018 → 04/2019
    Unemployed
    Chicago, IL
  • 01/2020 → Present
    Lombard, IL
Previous Registrations
  • 2019-08-02 → 2020-03-29
    606 Wealth Management, Llc
    Chicago, IL
Designations
  • Certified Financial Planner

View on SEC IAPD

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