Unclaimed Profile

Lynn Michelle Forman

WEALTH MANAGEMENT INTERNATIONAL, LTD.·PEORIA, Arizona

Series 6, Series 7, Series 24, Series 63, Series 6523 years registeredWEALTH MANAGEMENT INTERNATIONAL, LTD.

23131 N. LAKE PLEASANT PARKWAY, PEORIA, AZ 85383CRD# 4203025Firm CRD# 153146

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lynn Michelle Forman · PEORIA, AZ

Registration

CRD #4203025 · WEALTH MANAGEMENT INTERNATIONAL, LTD. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTH MANAGEMENT INTERNATIONAL, LTD.

EPIC TRUST INVESTMENT ADVISORS LLC

May 2022 – Aug 2023

Sun City West, AZ

ADVISORNET WEALTH MANAGEMENT

Mar 2016 – Apr 2022

Peoria, AZ

WEALTH MANAGEMENT INTERNATIONAL, LTD.

Jun 2010 – Sep 2017

PEORIA, AZ

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Aug 2006 – Oct 2006

PEORIA, AZ

THE PLANNERS NETWORK, INC.

Feb 2005 – Sep 2010

PEORIA, AZ

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

May 2003 – Nov 2004

PEORIA, AZ

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 12, 2003

Years registered · 23

Disclosure History

2009Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WEALTH MANAGEMENT INTERNATIONAL, LTD.

CRD 153146 · SEC 801-71159

AUM

$100M

Regulatory assets under management

Employees

657 client accounts

Services offered by WEALTH MANAGEMENT INTERNATIONAL, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH MANAGEMENT INTERNATIONAL, LTD. →

Introduction

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Frequently Asked Questions

What services does Lynn Michelle Forman offer?

Lynn Michelle Forman specializes in Financial Planning, Investment Management.

What are Lynn Michelle Forman's credentials?

Lynn Michelle Forman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lynn Michelle Forman located?

Lynn Michelle Forman is based in PEORIA, Arizona, last registered with WEALTH MANAGEMENT INTERNATIONAL, LTD..

How does Lynn Michelle Forman charge for services?

Lynn Michelle Forman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH MANAGEMENT INTERNATIONAL, LTD.?

WEALTH MANAGEMENT INTERNATIONAL, LTD. has approximately 9 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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