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Kyle Stephen Schroeder

Forum Financial Management, LP

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About Kyle Stephen Schroeder

Kyle Schroeder is a financial advisor with over 6 years of experience. Kyle is a CERTIFIED FINANCIAL PLANNER™ professional, and has passed the Series 63, Series 65, Series 79, and SIE exams. Kyle currently works at Forum Financial Management, LP. Previously, Kyle was employed with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Kyle specializes in providing financial advice to individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Kyle Schroeder 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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Kyle Schroeder’s Registration & Firm History

IL

11/19/2021 - Present

Forum Financial Management, LP (LOMBARD IL)

IL

08/24/2015 - 07/05/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

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Licenses & Designations

IA

Issued 11/19/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Stephen Schroeder.
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