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Dennis Joseph Wojcicki

Forum Financial Management, LP

Itasca, IL

Lombard, IL

CRD 1582619

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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 2013-07-02
  • IL RA
    APPROVED
    Since 2013-07-02

Branch Locations

Itasca, IL • United States

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
Dsl Group Itasca IL 01/1997 04/2025
Forum Financial Management, Lp Lombard IL 06/2013 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-06-24
  • S63 Uniform Securities Agent State Law Examination
    1991-06-24

View on SEC IAPD

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