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Judith Malter Rossetti

Forum Financial Management, LP

Lombard, IL

Northbrook, 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 2025-05-15
  • IL RA
    APPROVED
    Since 2025-05-15

Branch Locations

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

3400 Dundee Road Suite 220, Northbrook, IL 60062 • 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
Amp Capital Chicago IL 08/2015 03/2022
Macquarie Group Chicago IL 03/2022 07/2024
Forum Financial Management, Lp Lombard IL 05/2025 Present
Career Break Libertyville IL 07/2024 05/2025
  • 08/2015 → 03/2022
    Amp Capital
    Chicago, IL
  • 03/2022 → 07/2024
    Macquarie Group
    Chicago, IL
  • 05/2025 → Present
    Forum Financial Management, Lp
    Lombard, IL
  • 07/2024 → 05/2025
    Career Break
    Libertyville, IL
Designations
Other Names
  • Judi Malter
  • Judi Rossetti
  • Judith Valerie Malter

View on SEC IAPD

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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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