Unclaimed Profile

Mary Anne Ehlert

FORUM FINANCIAL MANAGEMENT, LP·LOMBARD, Illinois

Series 6, Series 7, Series 22, Series 24, Series 63, Series 65Clean record28 years registeredFORUM FINANCIAL MANAGEMENT, LP

1900 SOUTH HIGHLAND AVENUE, LOMBARD, IL 60148CRD# 2130414Firm CRD# 145706

Profile Verification

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

Identity

Mary Anne Ehlert · LOMBARD, IL

Registration

CRD #2130414 · FORUM FINANCIAL MANAGEMENT, LP · 28 years registered

Brand Profile

Not yet started

Career History

SIMPLICITY WEALTH

Apr 2024 – present

FORUM FINANCIAL MANAGEMENT, LP

Dec 2013 – Jul 2024

LINCOLNSHIRE, IL

M HOLDINGS SECURITIES, INC.

Aug 2004 – Oct 2009

LINCOLNSHIRE, IL

EAGLE STRATEGIES CORP

Mar 2000 – Sep 2004

VERNON HILLS, IL

EHLERT FINANCIAL GROUP, INC.

Dec 1997 – Nov 2024

LINCOLNSHIRE, IL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · December 10, 1997

Years registered · 28

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 Mary Anne Ehlert offer?

Mary Anne Ehlert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOMBARD, Illinois for a consultation.

What are Mary Anne Ehlert's credentials?

Mary Anne Ehlert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Anne Ehlert located?

Mary Anne Ehlert 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 Mary Anne Ehlert charge for services?

Mary Anne Ehlert'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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