Unclaimed Profile

Richard Joseph Ridenour

FORUM PRIVATE CLIENT GROUP LLC·FISHERS, Indiana

Series 6, Series 7, Series 24, Series 63, Series 65Clean record25 years registeredFORUM PRIVATE CLIENT GROUP LLC

11313 USA PARKWAY, FISHERS, IN 46037-0000CRD# 3165629Firm CRD# 143075

Profile Verification

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

Identity

Richard Joseph Ridenour · FISHERS, IN

Registration

CRD #3165629 · FORUM PRIVATE CLIENT GROUP LLC · 25 years registered

Brand Profile

Not yet started

Career History

CIRCLE CITY WEALTH MANAGEMENT LLC

Dec 2017 – present

FORUM PRIVATE CLIENT GROUP LLC

Jun 2007 – Dec 2017

FISHERS, IN

LPL FINANCIAL CORPORATION

Mar 2005 – Jul 2009

FISHERS, IN

CUSO FINANCIAL SERVICES, L.P.

Jul 2002 – Mar 2005

FISHERS, IN

PRUDENTIAL FINANCIAL PLANNING SERVICES

Nov 2000 – Jul 2002

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 3, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORUM SOLUTIONS GROUP, LLC

CRD 143075 · SEC 801-78874

AUM

$297M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Richard Joseph Ridenour offer?

Richard Joseph Ridenour specializes in Financial Planning, Investment Management. Contact their office in FISHERS, Indiana for a consultation.

What are Richard Joseph Ridenour's credentials?

Richard Joseph Ridenour is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Joseph Ridenour located?

Richard Joseph Ridenour is based in FISHERS, Indiana, working with FORUM PRIVATE CLIENT GROUP LLC. Their office serves clients in the FISHERS metropolitan area and surrounding communities.

How does Richard Joseph Ridenour charge for services?

Richard Joseph Ridenour'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 PRIVATE CLIENT GROUP LLC?

FORUM PRIVATE CLIENT 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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