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Benjamen Michael Banks

FORUM SOLUTIONS GROUP, LLC·FISHERS, Indiana
Series 7, Series 63, Series 65Clean record19 years registeredFORUM SOLUTIONS GROUP, LLC
11313 USA PARKWAY, FISHERS, IN 46037-0000CRD# 5124959Firm CRD# 143075

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamen Michael Banks · FISHERS, IN
Registration
CRD #5124959 · FORUM SOLUTIONS GROUP, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

FORUM PRIVATE CLIENT GROUP
Apr 2010 – present
LPL FINANCIAL CORPORATION
Mar 2007 – Jun 2009
INDIANAPOIS, IN
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · March 7, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FORUM SOLUTIONS GROUP, LLC
CRD 143075 · SEC 801-78874
AUM
$297M
Regulatory assets under management
Employees
7
1,245 client accounts
Services offered by FORUM SOLUTIONS GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FORUM SOLUTIONS GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Benjamen Michael Banks offer?
Benjamen Michael Banks specializes in Financial Planning, Investment Management. Contact their office in FISHERS, Indiana for a consultation.
What are Benjamen Michael Banks's credentials?
Benjamen Michael Banks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamen Michael Banks located?
Benjamen Michael Banks is based in FISHERS, Indiana, working with FORUM SOLUTIONS GROUP, LLC. Their office serves clients in the FISHERS metropolitan area and surrounding communities.
How does Benjamen Michael Banks charge for services?
Benjamen Michael Banks's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORUM SOLUTIONS GROUP, LLC?
FORUM SOLUTIONS GROUP, LLC has approximately 7 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FORUM SOLUTIONS GROUP, LLC

Shaun Marie Irwin
FISHERS, IN
CFP
Richard Joseph Ridenour
FISHERS, IN

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