Unclaimed Profile

Norbert Mac Mindel

FORUM FINANCIAL MANAGEMENT, LP·LOMBARD, Illinois

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

1900 SOUTH HIGHLAND AVENUE, LOMBARD, IL 60148CRD# 1254630Firm CRD# 145706

Profile Verification

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

Identity

Norbert Mac Mindel · LOMBARD, IL

Registration

CRD #1254630 · FORUM FINANCIAL MANAGEMENT, LP · 28 years registered

Brand Profile

Not yet started

Career History

FORUM FINANCIAL MANAGEMENT, LP

Mar 2009 – present

GENWORTH FINANCIAL ADVISERS CORPORATION

Feb 1998 – Dec 2009

LOMBARD, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 17, 1998

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 Norbert Mac Mindel offer?

Norbert Mac Mindel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOMBARD, Illinois for a consultation.

What are Norbert Mac Mindel's credentials?

Norbert Mac Mindel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Norbert Mac Mindel located?

Norbert Mac Mindel 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 Norbert Mac Mindel charge for services?

Norbert Mac Mindel'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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