DFX Intelligence
Advisors
Advisors registered through Forum Financial Management, LP
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Marie Elizabeth Stark | Forum Financial Management, LP independent RIA | Lombard, Il | Apr 22, 2021 | 26 y | 0 | 1 |
| Tatiana Aleksandra Sunik Certified Financial Planner | Forum Financial Management, LP independent RIA | Lombard, Il | Jan 1, 2026 | 21 y | 1 | 1 |
| Heidi Christa Verbiscer | Forum Financial Management, LP independent RIA | Lombard, Il | Dec 20, 2019 | 11 y | 0 | 1 |
| J••• W•••••• V•••• Certified Financial Planner, Chartered Financial Analyst | F•••• F•••••••• M••••••••• L• independent RIA | Lombard, Il | Jan 5, 2016 | 10 y | 0 | 1 |
| J••••• A•••••• V••••••••• | F•••• F•••••••• M••••••••• L• independent RIA | Lombard, Il | Jul 28, 2020 | 34 y | 0 | 2 |
| A•••• T••••• W•••••••• | F•••• F•••••••• M••••••••• L• independent RIA | Northfield, Il | Mar 9, 2010 | 46 y | 1 | 1 |
| M••••••• E••• W•••••••• Certified Financial Planner | F•••• F•••••••• M••••••••• L• independent RIA | Northfield, Il | Jul 9, 2012 | 15 y | 0 | 2 |
| B••••• C••• W•••• Certified Financial Planner | F•••• F•••••••• M••••••••• L• independent RIA | Thousand Oaks, Ca | Oct 27, 2020 | 15 y | 0 | 1 |
| S••••• R• W••••••• | F•••• F•••••••• M••••••••• L• independent RIA | Midlothian, Va | Aug 26, 2021 | 14 y | 1 | 1 |
| S•••• R•••• W••••••• | F•••• F•••••••• M••••••••• L• independent RIA | Villa Park, Il | Sep 19, 2010 | 24 y | 0 | 1 |
| A•••••• W••••• Personal Financial Specialist | F•••• F•••••••• M••••••••• L• independent RIA | Lombard, Il | Aug 12, 2026 | 19 y | 0 | 1 |
| A•••• W••••• Certified Financial Planner | F•••• F•••••••• M••••••••• L• independent RIA | Lombard, Il | Dec 15, 2025 | 11 y | 0 | 1 |
| D••••• J••••• W••••••• | F•••• F•••••••• M••••••••• L• independent RIA | Itasca, Il | Jul 2, 2013 | 35 y | 1 | 1 |
| R••••• I•• W••••••• | F•••• F•••••••• M••••••••• L• independent RIA | Lombard, Il | Jan 15, 2024 | 14 y | 0 | 1 |
| R••• D•••••• Z••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | F•••• F•••••••• M••••••••• L• independent RIA | Lombard, Il | Feb 13, 2015 | 14 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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115 advisors match.