Michal Martinek

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2024-04-10
• S63 Uniform Securities Agent State Law Examination
  2012-08-24

Other Names

• Michael Martinek