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Michael Severin Kennedy

Forum Financial Management, LP

Oak Brook, 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 2010-08-26
  • IL RA
    APPROVED
    Since 2010-08-26

Branch Locations

Oak Brook, IL • 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 08/2010 10/2025
Forum Financial Management, Lp Lombard IL 10/2025 Present
Previous Registrations
  • 2006-01-18 → 2009-01-30
    Chicago, IL
    Chicago, IL
  • 2002-11-05 → 2005-12-02
    Lasalle Financial Services, Inc.
    Chicago, IL
Other Businesses

Sole Proprietor; Not investment-related; 4 Oak Brook Club Drive, Unit G301, Oak Brook, IL 60523; Insurance producer and sales; Insurance agent; Life and Health Insurance; 10/2011; 1 hour/month devoted; 1 hour during securities trading hours; Life, Health and Long-Term Care Insurance sales and services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-04
  • S66 Uniform Combined State Law Examination
    2002-11-04
Designations

View on SEC IAPD

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