Unclaimed Profile

Rebecca Sue Scheuneman

FORESTER CAPITAL MANAGEMENT LTD·LAKE FOREST, Illinois

Clean recordFORESTER CAPITAL MANAGEMENT LTD

100 FIELD DRIVE, LAKE FOREST, IL 60045CRD# 6624741Firm CRD# 109474

Profile Verification

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

Identity

Rebecca Sue Scheuneman · LAKE FOREST, IL

Registration

CRD #6624741 · FORESTER CAPITAL MANAGEMENT LTD

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

FORESTER CAPITAL MANAGEMENT LTD

AUM

$3M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FORESTER CAPITAL MANAGEMENT LTD →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6624741

Firm CRD# 109474

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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