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Inactive

Steven John Minturn

Forum Financial Management, LP

Lombard, IL

Lakewood, CO

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Current Employers
Forum Financial Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-15
CO RA APPROVED 2021-11-10
  • TX RA
    APPROVED
    Since 2023-02-15
  • CO RA
    APPROVED
    Since 2021-11-10

Branch Locations

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

Lakewood, CO • 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
Forum Financial Management, Lp Lombard IL 10/2021 Present
Unemployed Dousman WI 05/2021 09/2021
Bmo Asset Management Emea London 05/2019 05/2021
Bmo Asset Management Us Chicago IL 10/2015 05/2019
  • 10/2021 → Present
    Forum Financial Management, Lp
    Lombard, IL
  • 05/2021 → 09/2021
    Unemployed
    Dousman, WI
  • 05/2019 → 05/2021
    Bmo Asset Management Emea
    London
  • 10/2015 → 05/2019
    Bmo Asset Management Us
    Chicago, IL
Designations

View on SEC IAPD

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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
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