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Distance Only Lombard, IL
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Patrick Perrotta (CRD# 1546394) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lombard, IL and has over 18 years of experience in the finance industry.
Ronald Petrucci (CRD# 2990976) is an Investment Advisor Representative working at Primerica Advisors in Lombard, IL and has over 26 years of experience in the finance industry.
Thomas Piehl (CRD# 2996106) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lombard, IL and has over 26 years of experience in the finance industry.
Michelle Piper (CRD# 6075462) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lombard, IL and has over 11 years of experience in the finance industry.
John Pizzoferrato (CRD# 3242180) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lombard, IL and has over 24 years of experience in the finance industry.
David Pokorny (CRD# 6893285) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lombard, IL and has over 6 years of experience in the finance industry.
Martin Pomrehn (CRD# 1907077) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 32 years of experience in the finance industry. Martin Pomrehn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Ray (CRD# 4875968) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lombard, IL and has over 19 years of experience in the finance industry.
Megan Rhodes (CRD# 6499773) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Lombard, IL and has over 8 years of experience in the finance industry.
Jonathan M. Rogers serves as Co-Managing Partner, Director of the Investment Committee and Chief Financial Officer at Forum. He previously worked for Dimensional Fund Advisors (DFA) in their Financial Advisor Services Group, where he had both analytical and business development responsibilities.
His personal clients depend on his advice when making major financial decisions in their lives. He is an invaluable person in his clients’ lives because he provides peace of mind by looking after their investment accounts, savings plans and long-term well-being.
As the Co-Director of Forum’s Investment...