Lou Ann Lisack

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

Authority	Category	Status	Date
IL	RA	APPROVED	2014-11-03

IL RA
APPROVED

Since 2014-11-03

Branch Locations

15255 S. 94Th Avenue Suite 500, Orland Park, IL 60462 • United States

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • 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 Finanancial Management, Lp	Lombard	IL	07/2014	Present
Tax & Financial Solutions, Inc.	Orland Park	IL	07/2005	Present

07/2014 → Present

Forum Finanancial Management, Lp

Lombard, IL
07/2005 → Present

Tax & Financial Solutions, Inc.

Orland Park, IL

Other Businesses

1) Tax & Financial Solutions, Inc.; Not investment related; 15255 S. 94th Avenue, Suite 500, Orland Park, IL 60462; Tax and accounting firm; Accountant; 7/01/2005; 115 per month devoted; 0 hours during securities trading hours; Perform tax and accounting returns.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-11-03

S65 Uniform Investment Adviser Law Examination

2014-11-03

Other Names

Lou Ann Beemsterboer

View on SEC IAPD