Unclaimed Profile

Karma Ann Forrestal

FORUM FINANCIAL MANAGEMENT, LP·LOMBARD, Illinois

Series 6, Series 7, Series 24, Series 63CFPClean record15 years registeredFORUM FINANCIAL MANAGEMENT, LP

1900 SOUTH HIGHLAND AVENUE, LOMBARD, IL 60148CRD# 4214390Firm CRD# 145706

Profile Verification

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

Identity

Karma Ann Forrestal · LOMBARD, IL

Registration

CRD #4214390 · FORUM FINANCIAL MANAGEMENT, LP · 15 years registered

Brand Profile

Not yet started

Career History

FORUM FINANCIAL MANAGEMENT, LP

Apr 2012 – present

MORRISON FINANCIAL SERVICES, LTD

Jan 2011 – Apr 2012

WHEATON, IL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · January 6, 2011

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORUM FINANCIAL MANAGEMENT, LP

CRD 145706 · SEC 801-69970

AUM

$8.5B

Regulatory assets under management

Employees

145

21,698 client accounts

Services offered by FORUM FINANCIAL MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FORUM FINANCIAL MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Karma Ann Forrestal offer?

Karma Ann Forrestal specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOMBARD, Illinois for a consultation.

What are Karma Ann Forrestal's credentials?

Karma Ann Forrestal holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Karma Ann Forrestal located?

Karma Ann Forrestal is based in LOMBARD, Illinois, working with FORUM FINANCIAL MANAGEMENT, LP. Their office serves clients in the LOMBARD metropolitan area and surrounding communities.

How does Karma Ann Forrestal charge for services?

Karma Ann Forrestal's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORUM FINANCIAL MANAGEMENT, LP?

FORUM FINANCIAL MANAGEMENT, LP has approximately 145 employees and manages $8.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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