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Current Employers
Forum Financial Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-02
  • FL RA
    APPROVED
    Since 2025-12-02

Branch Locations

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

Delray Beach, FL • 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
Robert A Neiman Cpa Delray Beach FL 10/1982 12/2025
Forum Financial Management, Lp Lombard IL 08/2025 Present
Neiman Wealth Management, Llc Delray Beach FL 11/2003 10/2025
  • 10/1982 → 12/2025
    Robert A Neiman Cpa
    Delray Beach, FL
  • 08/2025 → Present
    Lombard, IL
  • 11/2003 → 10/2025
    Neiman Wealth Management, Llc
    Delray Beach, FL
Previous Registrations
  • 2003-11-28 → 2025-10-01
    Neiman Wealth Management, Llc
    Delray Beach, FL
Other Businesses

1) Bob Neiman Photography; Not investment related; 16556 Gateway Bridge Drive, Delray Beach, FL 33446; Fine art photography; Owner; 01/1991; Less than 5 hours/month; Less than 5 hours during securities trading hours; selling fine art photography prints.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-14
S66 Uniform Combined State Law Examination 2000-02-11
  • S65 Uniform Investment Adviser Law Examination
    2007-05-14
  • S66 Uniform Combined State Law Examination
    2000-02-11
Designations
Other Names
  • Robert A Neiman

View on SEC IAPD

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