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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Glenn Pomrehn is a financial advisor with Forum Financial Management, LP. Martin has over 30 years of experience in the financial services industry, having worked with Cetera Financial Specialists LLC, Purshe Kaplan Sterling Investments, Inc. and MP360� Financial Services. He is also a Certified Financial Planner and a Personal Financial Specialist. He is registered with the state of Illinois as an Investment Advisor Representative. Martin specializes in portfolio management for individuals, businesses, and pension consulting. He is licensed to provide investment advice to individuals, businesses, and retirement plans. Martin provides both fixed fee and percentage-of-assets based financial advice.
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.
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IL
09/21/2016 - Present
Forum Financial Management, LP (LOMBARD IL)
IL
10/05/2016 - 12/31/2020
PURSHE KAPLAN STERLING INVESTMENTS (Oak Brook IL)
IL
01/12/1989 - 09/23/2016
CETERA FINANCIAL SPECIALISTS LLC (OAK BROOK IL)
IA
Issued 12/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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