Dennis Michael Michon

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

• 12/2005 → Present
  Tax & Financial Solutions, Inc.
  Orland Park, IL
• 12/2005 → Present
  Michon & Buckley
  Orland Park, IL
• 10/2012 → Present
  Forum Financial Management, Lp
  Lombard, IL

Other Businesses

1) Michon & Buckley; Not investment related; 15255 S 94th Avenue, Suite 500, Orland Park, IL 60462; Law Firm; Partner & Attorney; 12/01/2005; 5 hours/per month devoted; 5 hours during securities trading hours; Provide estate planning and real estate services. 2) Tax & Financial Solutions, Inc.; Not investment related; 15255 S 94th Avenue, Suite 500, Orland Park, IL 60462; Tax and Accounting firm; President; 12/01/2005; 30 hours per month devoted; 30 hours during securities trading hours; prepare tax returns and review accounting statements.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-28