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Michelle Erin Weindruch

Forum Financial Management, LP

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About Michelle Erin Weindruch

Michelle Weindruch is a financial advisor who has been working in the financial services industry for over 11 years. Michelle is currently registered with Forum Financial Management, LP in Illinois and Texas. Prior to joining Forum Financial Management, LP, Michelle was employed by PURSHE KAPLAN STERLING INVESTMENTS in Illinois. Michelle is a Certified Financial Planner™ and holds the Series 6, 63, and 65 licenses. Michelle's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Michelle Weindruch 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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Michelle Weindruch’s Registration & Firm History

IL

07/17/2019 - Present

Forum Financial Management, LP (LOMBARD IL)

IL

09/19/2011 - 07/12/2023

PURSHE KAPLAN STERLING INVESTMENTS (Northfield IL)

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Licenses & Designations

IA

Issued 07/07/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/27/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle Erin Weindruch.
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