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David Lennon

Advisor at Forum Financial Management, LP

Updated today
Forum Financial Management, LP logo

Firm

Forum Financial Management, LP

Location

Joliet, IL 60435

Credentials

PFS™, Series 63, Series 65

Industry experience

31 years

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Financial Planning Services may be provided as standalone service for a negotiated fee; Educational Workshops and Seminars fees generally are flat fees per event or per participant; Sub-Advisory Services charged as flat fees payable quarterly in arrears.

Percentage

$0 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.80% $5,000,000+: 0.75%

Commissions

Some supervised persons are registered representatives and/or licensed insurance agents receiving commissions from securities and insurance products sales.

Other

Account minimum: $25,000 Minimum fee: Clients with less than $250,000 in investable assets engaging both Portfolio Management and Financial Planning Services may be subject to a minimum annual fee, negotiable up to a $3,000 ceiling annually.

Work history

PURSHE KAPLAN STERLING INVESTMENTS, Inc.

2013 - Present (13 years)

Forum Financial Management, LP

2013 - Present (13 years)

Senesac & Lennon, Ltd.

1994 - Present (32 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Mark K

CFP®, Series 63, Series 66

Joliet, IL

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Wealth management LGBTQIA

Tatyana G

Series 66

Oswego, IL

Fidelity

Tatyana Gorski is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. She is a CERTIFIED FINANCIAL PLANNER™ professional committed to creating personalized wealth plans to help clients pursue their financial goals and dreams. Prior to her current role, she served as Vice President, Financial Consultant at Fidelity Investments from 2023 to 2024 and held several positions at the company since 2014, including Financial Consultant, Investment Consultant, and Financial Representative. Throughout her career at Fidelity Investments, Tatyana has gained extensive experience in wealth planning and financial consulting. She focuses on helping clients take advantage of opportunities and protect against risks through tailored financial strategies. Outside of her professional work, Tatyana has interests in beach activities, golf, movies, outdoor adventures, parenthood, and traveling.

Wealth management Tax-loss harvesting Retirement income strategy General retirement planning Parents

Edward P

Series 66

Joliet, IL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner

Kevin G

Series 63, Series 65

Oswego, IL

Fidelity

Kevin Gelso is a Financial Consultant at Fidelity Investments, where he collaborates with clients to help them achieve their financial goals through planning and guidance. He joined Fidelity in 2021 and utilizes the firm's resources to support his clients' financial aspirations. Prior to his role at Fidelity, Kevin worked as a Financial Advisor at Northwestern Mutual from 2019 to 2021. Throughout his career, he has focused on building trust-based relationships with clients to provide personalized financial advice. Outside of his professional work, Kevin has interests in baseball, cars, food, golf, puzzles, and running.

General retirement planning Wealth management Cash flow / budgeting

Michael K

Series 63, Series 65

Lemont, IL

Merrill

Michael Kielty is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. He leverages Merrill’s investment insights alongside the banking and lending solutions of Bank of America to create flexible wealth management plans that respond to changing market conditions. Michael holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Illinois. He is also committed to community involvement and dedicates time to volunteering with local organizations, reflecting the Merrill tradition of service in the communities they support.

Wealth management

Jordan P

Series 66

Romeoville, IL

Fidelity

Jordan Pemble is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, Jordan partners with families to develop financial plans and provides education to support well-informed financial decisions. Jordan specializes in retirement planning, investment strategy, and income protection, and collaborates with a wealth management team that addresses tax-efficient investing and estate planning considerations. Prior to joining Fidelity Investments, Jordan held positions at Merrill, serving as Assistant Vice President and Relationship Manager from 2020 to 2021, and as an Investment Consultant from 2017 to 2020. Jordan holds an Arkansas Insurance License. Outside of professional responsibilities, Jordan has personal interests in baseball, family activities, and traveling.

General retirement planning Retirement income strategy Income planning Wealth management
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