Megan Elizabeth 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:

Current Employers

Forum Financial Management, Lp

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-07-10
IL	RA	APPROVED	2019-01-25

TX RA
APPROVED_RES

Since 2025-07-10
IL RA
APPROVED

Since 2019-01-25

Branch Locations

3400 Dundee Road Suite 220, Northbrook, IL 60062 • United States

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

Organization	City	State	From	To
Forum Financial Management, Lp	Lombard	IL	02/2011	Present
Forum Financial Management, Lp	Lombard	IL	01/2019	Present

02/2011 → Present

Forum Financial Management, Lp

Lombard, IL
01/2019 → Present

Forum Financial Management, Lp

Lombard, IL

Other Businesses

FRM Holdings LLC; Not investment-related; 3400 Dundee Road, Suite 220 in Northbrook, IL 60062; Holding Company; Member; 12/2023; Less than 5 hours per month devoted; 0 hours during securities trading hours; Reconcile monthly statements and pay bills.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-01-25

S65 Uniform Investment Adviser Law Examination

2019-01-25

Other Names

Megan Elizabeth Dilucia

View on SEC IAPD