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Leon Steven Kolodziej

Forum Financial Management, LP

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About Leon Steven Kolodziej

Leon Kolodziej is a registered investment advisor representative with Forum Financial Management, LP. Leon has been with the firm since 2009. Prior to joining Forum Financial Management, LP, Leon was a registered representative with Genworth Financial Securities Corporation and AXA Advisors, LLC. Leon is licensed in Illinois and has passed the Series 7, Series 63 and Series 65 exams. Leon also holds a health insurance broker license. Leon specializes in providing financial planning, portfolio management, and pension consulting services.

Firm Information

Leon Kolodziej 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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Leon Kolodziej’s Registration & Firm History

IL

11/10/2009 - Present

Forum Financial Management, LP (SAINT CHARLES IL)

IL

11/04/2009 - 03/01/2011

GENWORTH FINANCIAL SECURITIES CORPORATION (LOMBARD IL)

IL

11/09/2006 - 10/09/2008

AXA ADVISORS, LLC (NORTHBROOK IL)

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Licenses & Designations

IA

Issued 05/04/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/08/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leon Steven Kolodziej.
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