Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Michon is an investment advisor representative with Forum Financial Management, LP. Dennis is licensed in Illinois and has been in the industry for over 30 years. Dennis specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
01/01/2013 - Present
Forum Financial Management, LP (ORLAND PARK IL)
IA
Issued 12/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1986
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 04/09/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
Not sure Dennis Michon is the right advisor for you? Invested Better is here to help.
