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Karma Ann Forrestal

Forum Financial Management, LP

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About Karma Ann Forrestal

Karma Ann Forrestal is a financial advisor registered with Forum Financial Management, LP, in Lombard, IL. Karma Forrestal has been a registered representative since August 21, 2000 and has been with Forum Financial Management, LP since July 2016. Karma Forrestal is also registered in Texas. She has Series 6, 7, 24 and 63 licenses. Karma Forrestal is also a Certified Financial Planner. Karma Forrestal specializes in providing financial advice to individuals, businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Karma Forrestal 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Karma Forrestal’s Registration & Firm History

IL

03/29/2017 - Present

Forum Financial Management, LP (LOMBARD IL)

IL

08/21/2000 - 04/30/2012

MORRISON INVESTMENTS, INC. (WHEATON IL)

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Licenses & Designations

BC

Issued 10/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2011

Series 24 - General Securities Principal Examination

BC

Issued 07/22/2011

Series 7 - General Securities Representative Examination

BC

Issued 08/18/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karma Ann Forrestal.
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