Nicole
Campbell
Forum Financial Management, Lp
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About this Advisor
Nicole Campbell is a certified financial planner based out of Saint Charles, Illinois with 8 years of relevant experience. Campbell works at Forum Financial Management, Lp. Over the course of their career, Campbell has held roles at Forum Financial Management, Lp, Elevation, LLC and Suzanne Joseph & Assoc., Inc. Campbell maintains a Series 65 license, designating them as an investment advisor representative, and is registered to work in Illinois and Texas. Forum Financial Management, Lp is a financial advisory firm based out of Lombard, IL. It has offices in 43 locations and a total of 125 financial advisors. It handles $7 billion in assets across its 19,601 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 17 charitable organizations. Of its 19,601 client accounts, 23% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services depend on which services the firm provides the client. 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
Nicole Campbell Work History
Nicole has been registered as a financial advisor for 8 years.*
Forum Financial Management, Lp
Forum Financial Management, Lp
Elevation, LLC
Suzanne Joseph & Assoc., 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 Nicole Campbell 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
Denver, CO
Midlothian, VA
Lombard, IL
Milwaukee, WI
Thousand Oaks, CA
Lombard, IL
Lake Forest, IL
Lombard, IL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
