Unclaimed Profile

Shaun Marie Irwin

FORUM SOLUTIONS GROUP, LLC·FISHERS, Indiana

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record19 years registeredFORUM SOLUTIONS GROUP, LLC

11313 USA PARKWAY, FISHERS, IN 46037-0000CRD# 4934031Firm CRD# 143075

Profile Verification

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

Identity

Shaun Marie Irwin · FISHERS, IN

Registration

CRD #4934031 · FORUM SOLUTIONS GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

FORUM PRIVATE CLIENT GROUP

Aug 2018 – present

J.P. MORGAN SECURITIES LLC

Dec 2013 – Jul 2018

INDIANAPOLIS, IN

THE HUNTINGTON INVESTMENT COMPANY

Jun 2007 – Dec 2013

NOBLESVILLE, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 25, 2007

Years registered · 19

Professional designation · CFP

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 Shaun Marie Irwin offer?

Shaun Marie Irwin specializes in Financial Planning, Investment Management. Contact their office in FISHERS, Indiana for a consultation.

What are Shaun Marie Irwin's credentials?

Shaun Marie Irwin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Shaun Marie Irwin located?

Shaun Marie Irwin 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 Shaun Marie Irwin charge for services?

Shaun Marie Irwin'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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