linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Thomas Savage

Forum Financial Management, LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Thomas Savage

Brian Savage is a financial advisor with Forum Financial Management, LP, and has been in the industry since 1984. Brian is also a licensed attorney in the state of Illinois. Brian is a Registered Representative and Investment Advisor Representative in the state of Illinois. Brian holds the Series 63, Series 7, Series 24, and Series 27 licenses. Brian specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Brian has been with Forum Financial Management, LP since 2007.

Firm Information

Brian Savage is currently registered with Forum Financial Management, LP. Forum Financial Management, LP is an investment advisor headquartered in Lombard, IL. With over 100 investment advisor representatives and over 30 licensed agents, the firm manages over $8.5 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, corporations, charities, pension plans, and other investment advisors. The firm provides financial planning, portfolio management, and pension consulting services.
Forum Financial Management, LP

1900 SOUTH HIGHLAND AVENUE

LOMBARD, IL 60148

$8.53B

Assets Under Management

Not reported

Total Clients

95

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Savage’s Registration & Firm History

IL

06/21/2022 - Present

Forum Financial Management, LP (PLAINFIELD IL)

IL

02/28/2011 - 10/03/2011

PURSHE KAPLAN STERLING INVESTMENTS (LOMBARD IL)

IL

11/14/1984 - 03/01/2011

GENWORTH FINANCIAL SECURITIES CORPORATION (LOMBARD IL)

Not sure if Brian Thomas Savage is right for you?

Licenses & Designations

BC

Issued 06/24/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/20/1984

Series 27 - Financial and Operations Principal Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brian Thomas Savage. Review regulatory record here.
Not sure if Brian Thomas Savage is right for you?