Heidi Christa Verbiscer

Current Employers

Forum Financial Management, Lp

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2019-12-20

IL RA
APPROVED

Since 2019-12-20

Branch Locations

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

Glen Ellyn, IL • 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	10/2019	Present
Generations Tax & Advisory Services, Llc	Glen Ellyn	IL	10/2014	Present

10/2019 → Present

Forum Financial Management, Lp

Lombard, IL
10/2014 → Present

Generations Tax & Advisory Services, Llc

Glen Ellyn, IL

Other Businesses

Generations Tax & Advisory Services, LLC; Not investment-related; 698 Kenilworth Ave, Glen Ellyn, IL 60137; CPA firm; President/Owner; 10/2014; 100 hours per month devoted; 60 hours during securities trading hours; taxation strategy, compliance, generational business and family wealth planning.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-12-20

S65 Uniform Investment Adviser Law Examination

2019-12-20

View on SEC IAPD

Current Employers

Forum Financial Management, Lp

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews