Heidi
Verbiscer
Forum Financial Management, Lp
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About this Advisor
Heidi Verbiscer is a financial advisor operating out of Lombard, Illinois who has 4 years of relevant experience. Verbiscer is currently employed by Forum Financial Management, Lp. Throughout their career, they have worked at Forum Financial Management, Lp, Generations Tax & Advisory Services, LLC and Miller Cooper & Co., LTD. Verbiscer maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Illinois. Forum Financial Management, Lp is a registered investment company based in Lombard, IL. It has offices in 43 locations and a total of 125 employees. It oversees $7 billion in assets between its 19,601 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 17 charitable organizations. Of its 19,601 client accounts, 23% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Forum Financial Management, Lp offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors usually depend on which service is offered. However, fees charged 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
Heidi Verbiscer Work History
Heidi has been registered as a financial advisor for 4 years.*
Forum Financial Management, Lp
Generations Tax & Advisory Services, LLC
Miller Cooper & Co., LTD
*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 Heidi Verbiscer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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