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Michelle Erin Weindruch

Forum Financial Management, LP

Lombard, IL

Northfield, IL

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Current Employers
Forum Financial Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-07-17
IL RA APPROVED 2012-07-09
  • TX RA
    APPROVED
    Since 2019-07-17
  • IL RA
    APPROVED
    Since 2012-07-09

Branch Locations

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

1 Northfield Plaza, Suite 300, Northfield, IL 60093 • 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
Purshe Kaplan Sterling Investments, Inc. Albany NY 08/2011 07/2023
Pinnacle Wealth Management, Llc Skokie IL 08/2011 07/2023
Forum Financial Management, Lp Lombard IL 06/2012 Present
  • 08/2011 → 07/2023
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 08/2011 → 07/2023
    Pinnacle Wealth Management, Llc
    Skokie, IL
  • 06/2012 → Present
    Forum Financial Management, Lp
    Lombard, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-07
S63 Uniform Securities Agent State Law Examination 2011-09-27
  • S65 Uniform Investment Adviser Law Examination
    2012-07-07
  • S63 Uniform Securities Agent State Law Examination
    2011-09-27
Designations

View on SEC IAPD

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SANJAY Paul SHARMA
Mark Jason Schmulen
Tyler Hurst Smith

Other Offices

OSAIC WEALTH, INC. · LOMBARD, IL
CETERA INVESTMENT ADVISERS LLC · LOMBARD, IL
EDWARD JONES · Lombard, IL
INVESTMENT CONSULTING SERVICES, LLC · LOMBARD, IL
ATHENA ADVISOR SERVICES, LLC · LOMBARD, IL
CETERA INVESTMENT ADVISERS LLC · LOMBARD, IL
CETERA INVESTMENT ADVISERS LLC · LOMBARD, IL
CETERA INVESTMENT ADVISERS LLC · LOMARD, IL

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