AdvisorOS Directory
Claim Profile
LF

Lynn Michelle Forman

WEALTH MANAGEMENT INTERNATIONAL, LTD.·PEORIA, Arizona
Unclaimed Profile
23131 N. LAKE PLEASANT PARKWAY, PEORIA, AZ 85383CRD# 4203025Firm CRD# 153146
01

About

Lynn Michelle Forman is a registered financial advisor based in PEORIA, Arizona, affiliated with WEALTH MANAGEMENT INTERNATIONAL, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTH MANAGEMENT INTERNATIONAL, LTD.
WEALTH MANAGEMENT INTERNATIONAL, LTD.
AUM
$100M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WEALTH MANAGEMENT INTERNATIONAL, LTD. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4203025
Firm CRD# 153146
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PEORIA?

Browse all registered financial advisors in PEORIA, Arizona or claim this profile if it's yours.

Browse PEORIA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lynn Michelle Forman offer?
Lynn Michelle Forman specializes in Financial Planning, Investment Management. Contact their office in PEORIA, Arizona for a consultation.
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, working with WEALTH MANAGEMENT INTERNATIONAL, LTD.. Their office serves clients in the PEORIA metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PEORIA
Stacy Mae Van Der Werp — PFG ADVISORS, LLCGregory Howard Culver — PFG ADVISORS, LLCBrett William Pohl — KINGDOM FINANCIAL GROUP, LLCBert Allen Cooper — CLARUS WEALTH ADVISORS, LLCMichael James Tansley — AVANA CREDIT MANAGEMENT LLC
Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile