Heidi Christa Verbiscer

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2019-12-20