Seth
Stammler
Forum Financial Management, Lp
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About this Advisor
Seth Stammler is a certified financial planner and chartered financial analyst operating in Lombard, Illinois, who has 5 years of industry experience. Stammler is currently employed by Forum Financial Management, Lp. Throughout their career, they have worked at Morgan Stanley & Co. LLC, Forum Financial Management, Lp and Bluestone Financial Management, LLC. Stammler maintains a Series 63 license, certifying them as a securities representative, and can serve investors in Illinois, New York and Texas. Forum Financial Management, Lp is a company based in Lombard, IL. The company has offices in 43 locations and a total of 125 advisors. It oversees $7 billion in total assets between its 19,601 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 17 charities and foundations. Of its 19,601 client accounts, 23% belong to high-net-worth individuals who have at least $1 million in assets. The business has a broad set 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 fees usually vary depending on which services the firm provides the client. However, fee types 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
Seth Stammler Work History
Seth has been registered as a financial advisor for 5 years.*
Forum Financial Management, Lp
Bluestone Financial Management, LLC
Morgan Stanley & Co. LLC
*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 Seth Stammler 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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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.
