Benjamin Scott Sevcik

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

• 09/2011 → Present
  Forum Tax & Accounting Services Llc
  Lombard, IL
• 09/2014 → Present
  Forum Financial Management, Lp
  Lombard, IL

Other Businesses

1) Forum Tax and Accounting Services LLC; Not investment related; 1900 S. Highland Avenue, Lombard, IL 60148; Accounting and Tax Preparation; Partner; 09/2011; 140 hours per month devoted; 140 hours during securities trading hours; Provide accounting and tax preparation services. 2) Forum Administrative Services; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; Entity created to pay shared overhead expenses; Secretary; 07/2017; Less than 5 hours per month; Less than 5 hours during securities trading hours; Oversee and manage overhead costs and attend board meetings

Designations

• Certified Financial Planner
• Personal Financial Specialist