Advisor Details

Advisor Details

Financial Advisor in Lombard, IL

Personal Bio

Chris is Wealth Manager with an independent firm. He has a passion to help others understand the retirement process and works to assist older adult population's concerns.

Firm Name

Forum Financial Management, LP

Firm Bio

Forum uses a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach.

Forum advisors have decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With this foundation of technical knowledge, we are able to spend time getting to know our clients and their families.

Firm SEC/CRD #

145706

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SEC

NASAA

Firm Logo

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Advisor SEC/CRD #

1328896

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    BROKER CHECK
    SEC
    NASAA

Contact:

1900 S. Highland Avenue
Lombard, IL 60148

cgenzler@forumfin.com

(630) 873-8546

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