John
Schultz
Forum Financial Management, Lp
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About this Advisor
John Schultz is a financial advisor working out of Lombard, Illinois with a total of 4 years of relevant experience. Schultz is currently employed by Forum Financial Management, Lp. Over the course of their career, they have held roles at Forum Financial Management, Lp, Expedia Group, Zenpayroll, Dba Gusto, Extended Travel, Prophet Brand Strategy and Full Time Student. Schultz holds a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Colorado and Texas. Forum Financial Management, Lp is an advisory firm that has its headquarters in Lombard, IL. The investment advisory business has offices in 43 locations and a total of 125 employees. It administers $7 billion in assets under management among its 19,601 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 17 charitable organizations. Of its 19,601 client accounts, 23% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees vary depending on which service is provided. Fees billed by Forum Financial Management, Lp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Forum Financial Management, Lp Brokerage Details
$7,005,564,651
125
19,601
$357,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
John Schultz Work History
John has been registered as a financial advisor for 4 years.*
Forum Financial Management, Lp
Expedia Group
Zenpayroll, Dba Gusto
Extended Travel
Expedia Group
Prophet Brand Strategy
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Schultz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Forum Financial Management, Lp
Saint Charles, IL
Thousand Oaks, CA
Lombard, IL
Lombard, IL
Denver, CO
Lombard, IL
Lake Forest, IL
Midlothian, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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