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Laura Sandra Norek

Forum Financial Management, LP

Lombard, IL

CRD 7851963

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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:

Current Employers
Forum Financial Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-07
  • IL RA
    APPROVED
    Since 2024-01-07

Branch Locations

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • 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 01/2024 Present
Forum Financial Management, Lp Lombard IL 03/2023 Present
Leadership Extension Consulting Lake Barrington IL 04/2019 12/2025
Forum Financial Management, Lp Lombard IL 02/2021 03/2023
Career Education Corporation Schaumburg IL 06/2015 01/2020
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-05
  • S65 Uniform Investment Adviser Law Examination
    2023-12-05
Other Names
  • Laura Sandra Sheil

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Nearby Investors

THOMAS JOHN CAMPBELL
MARY PATRICIA WESCHE
MARVIN LEE PEPLOW

Nearby Offices

OSAIC WEALTH, INC. · LOMBARD, IL
CETERA INVESTMENT ADVISERS LLC · LOMBARD, IL
EDWARD JONES · Lombard, IL

More in Lombard, IL

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