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Logan Taylor Sanders

Forum Financial Management, LP

Lombard, IL

Thousand Oaks, CA

CRD 6654448

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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_RES 2024-04-05
CA RA APPROVED 2021-08-26
  • TX RA
    APPROVED_RES
    Since 2024-04-05
  • CA RA
    APPROVED
    Since 2021-08-26

Branch Locations

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

100 East Thousand Oaks Boulevard Suite 200, Thousand Oaks, CA 91360 • 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
Forum Financial Management, Lp Lombard IL 01/2019 06/2024
Forum Financial Management, Lp Lombard IL 08/2021 Present
Lamia Financial Group, Inc. Thousand Oaks CA 01/2017 01/2019
Ymca Of Thousand Oaks Thousand Oaks CA 03/2016 07/2017
Northwestern Mutual Woodland Hills CA 06/2016 11/2016
Full Time Student Thousand Oaks CA 08/2011 05/2017
  • 01/2019 → 06/2024
    Forum Financial Management, Lp
    Lombard, IL
  • 08/2021 → Present
    Forum Financial Management, Lp
    Lombard, IL
  • 01/2017 → 01/2019
    Lamia Financial Group, Inc.
    Thousand Oaks, CA
  • 03/2016 → 07/2017
    Ymca Of Thousand Oaks
    Thousand Oaks, CA
  • 06/2016 → 11/2016
    Northwestern Mutual
    Woodland Hills, CA
  • 08/2011 → 05/2017
    Full Time Student
    Thousand Oaks, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Nearby Investors

THOMAS JOHN CAMPBELL
MARY PATRICIA WESCHE
MARVIN LEE PEPLOW

Nearby Offices

OSAIC WEALTH, INC. · LOMBARD, IL
CETERA INVESTMENT ADVISERS LLC · LOMBARD, IL
EDWARD JONES · Lombard, IL

More in Lombard, IL

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