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Inactive

Michal Martinek

Forum Financial Management, LP

Lombard, 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
IL RA APPROVED 2024-07-01
  • IL RA
    APPROVED
    Since 2024-07-01

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
Charles Schwab & Co., Inc Chicago IL 11/2011 01/2020
Terra Investors Llc Naperville IL 11/2010 02/2021
Charles Schwab & Co., Inc. Chicago IL 01/2020 01/2024
Unemployed Naperville IL 01/2024 06/2024
Forum Financial Management, Lp Lombard IL 07/2024 Present
  • 11/2011 → 01/2020
    Charles Schwab & Co., Inc
    Chicago, IL
  • 11/2010 → 02/2021
    Terra Investors Llc
    Naperville, IL
  • 01/2020 → 01/2024
    Charles Schwab & Co., Inc.
    Chicago, IL
  • 01/2024 → 06/2024
    Unemployed
    Naperville, IL
  • 07/2024 → Present
    Forum Financial Management, Lp
    Lombard, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-10
S63 Uniform Securities Agent State Law Examination 2012-08-24
  • S65 Uniform Investment Adviser Law Examination
    2024-04-10
  • S63 Uniform Securities Agent State Law Examination
    2012-08-24
Other Names
  • Michael Martinek

View on SEC IAPD

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JEFFREY ARNOLD BORENSTEIN
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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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