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Forum Private Client Group CRD 143075
$403M regulatory AUM 93 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11313 Usa Parkway, Fishers, IN 46037-0000 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2010-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forum Credit Union | Fishers | IN | 08/2006 | Present |
| Forum Private Client Group | Fishers | IN | 05/2007 | Present |
Financial Planning Association of Greater Indiana Non-Profit Association for Financial Advisors Board Member Since 01/2026 Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-09 |
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