Mary Patricia Wesche

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

• 08/2005 → 12/2022
  Forum Tax & Accounting Services, Llc
  Lombard, IL
• 08/2005 → 12/2022
  Forum Financial Management, Lp
  Lombard, IL
• 07/2007 → 12/2019
  Forum Administrative Services, Inc.
  Lombard, IL
• 02/2006 → 12/2022
  Forum Cpa Group Llc
  Lombard, IL
• 01/2023 → Present
  Forum Financial Management, Lp
  Lombard, IL
• 01/2023 → Present
  Forum Tax & Accounting Services, Llc
  Lombard, IL

Previous Registrations

• 2003-09-10 → 2009-12-31
  Cetera Investment Advisers Llc
  Lombard, IL

Other Businesses

1) Sole Proprietor; Not investment-related; 33 Somerset Circle, Wheaton, IL 60189; Insurance; Insurance broker; 1/1999; 40 hours/month devoted; 20 hours during securities trading hours; Insurance broker. 2) Student Excellence Foundation; Not investment-related; P.O. Box 253, Wheaton, IL 60187; Foundation for educational enrichment programs for CUSD 200; 06/2025; Less than 5 hours per month; 0 hours during securities trading hours; Attend board meetings, participate in volunteer opportunities and advise the finance committee with budget planning and reporting. 3) Dupage Foundation; Not investment-related; 3000 Woodcreek Drive, Suite 310, Downers Grove, IL 60515; Community Foundation; Audit Committee Member; 2020; Less than 5 hours per month; Less than 5 hours during securities trading hours; Periodically attend meetings to discuss audit planning, audit proposal, a review the audit report, as well as perform an annual internal audit of statements. 4) Dupage PADS; Not investment-related; 601 W Liberty Dr., Wheaton, IL 60187; Non-profit organization dedicated to ending homelessness in Dupage County; Finance Committee Member; 2016; Less than 5 hours per month; Less than 5 hours during securities trading hours; Review internal financials prepared by Forum Tax & Accounting Services LLC and explain trends to the finance committee. 5) 7 Guys Office Condo LLC; Not investment-related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; Real estate entity owning office condominiums; Manager; 2010; Less than 5 hours per month; Less than 5 hours during securities trading hours; No direct activities, real estate investment. 6) Forum Tax & Accounting Services, LLC; Not investment-related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; Tax and Accounting; Independent Contractor; 01/2023; 20 hours per month; 20 hours during securities trading hours; Prepare tax returns.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-09

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Mary Patricia Hartnett
• Mary Pat Wesche