Lou Ann
Lisack
Forum Financial Management, Lp
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About this Advisor
Lou Ann Lisack is a financial advisor operating out of Orland Park, Illinois, who has 9 years of industry experience. Lisack is an employee of Forum Financial Management, Lp. During their career, the advisor has held roles at Forum Finanancial Management, Lp and Tax & Financial Solutions, Inc. Lisack holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Illinois. Forum Financial Management, Lp is an advisory firm operating out of Lombard, IL. The investment advisory business has offices in 43 locations and a total of 125 people on staff. It controls $7 billion in assets under management between its 19,601 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 17 charities and foundations. Of its 19,601 accounts, 23% are held by high-net-worth clients who have more than $1 million in assets. Forum Financial Management, Lp has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules typically depend on which services the firm provides the client. 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
Lou Ann Lisack Work History
Lou Ann has been registered as a financial advisor for 9 years.*
Forum Finanancial Management, Lp
Tax & Financial Solutions, Inc
*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 Lou Ann Lisack 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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