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Rebecca Sue Scheuneman

FORESTER CAPITAL MANAGEMENT LTD·LAKE FOREST, Illinois
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100 FIELD DRIVE, LAKE FOREST, IL 60045CRD# 6624741Firm CRD# 109474
01

About

Rebecca Sue Scheuneman is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with FORESTER CAPITAL MANAGEMENT LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
FORESTER CAPITAL MANAGEMENT LTD
FORESTER CAPITAL MANAGEMENT LTD
AUM
$3M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6624741
Firm CRD# 109474
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rebecca Sue Scheuneman offer?
Rebecca Sue Scheuneman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAKE FOREST, Illinois for a consultation.
What are Rebecca Sue Scheuneman's credentials?
Rebecca Sue Scheuneman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Sue Scheuneman located?
Rebecca Sue Scheuneman is based in LAKE FOREST, Illinois, working with FORESTER CAPITAL MANAGEMENT LTD. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.
How does Rebecca Sue Scheuneman charge for services?
Rebecca Sue Scheuneman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORESTER CAPITAL MANAGEMENT LTD?
FORESTER CAPITAL MANAGEMENT LTD has approximately 1 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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