CG
Christopher J. Genzler
FORUM FINANCIAL MANAGEMENT, LP
Lombard, IL 60148
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CRD#: 1328896
CG
Professional summary
Christopher John Genzler, CFP® is a registered financial advisor currently at FORUM FINANCIAL MANAGEMENT, LP located in Lombard, Illinois.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Christopher has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Insurance Planning
Retirement Planning
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Illinois Continuity of Care Association (COC); Not investment related; 5315 N. Clark #209, Chicago, IL 60640; Nonprofit organization dedicated to enhancing the continuity of care within the healthcare system across Illinois; President, Western Cook Chapter; 7/01/2025; 5 hours per month; less than 5 hours during securities trading hours; Provides leadership for the Chapter by determining all questions of order for the Chapter, leading monthly meetings and holding other Chapter Board Members accountable. 2) BodyInsight; Not investment-related; 1900 South Highland Avenue, Suite 100, Lombard, IL 60148; Medical education not-for-profit; Treasurer and Director of Board; 4/2017; 1-5 hours/month devoted; 1-5 hours during securities trading hours; Advisor, keeping track of expenses, and taking care of tax related filings. 3) Sole Proprietor; Not investment-related; 3853 Douglas Road, Downers Grove, IL 60515; Insurance services; Insurance agent; 1/1986; 0-10 hours/month devoted; 0-10 hours during securities trading hours; Offers fixed insurance and annuity products. 4) Genzler Group, Ltd.; Not investment-related; 3853 Douglas Road, Downers Grove, IL 60515; Business planning consulting; President; 1/1994; 5-10 hours/month devoted; 1-5 hours during securities trading hours; Provide sales advice and business planning consulting to small businesses. 5) Certilife; Not investment-related; 1900 S. Highland Ave., Suite 100, Lombard, IL 60148; Elder Resources; President; 10 hours/month devoted; 10 hours during securities trading hours; Website content, marketing and overseeing business operations.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher John Genzler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1996
Experience
Current
August 23, 2012 - Present
FORUM FINANCIAL MANAGEMENT, LP
Office #1: 1900 South Highland Avenue Suite 100, Lombard, IL 60148RIA
CRD#: 145706
Lombard, IL
Past
May 30, 2012 - September 2, 2020
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
LOMBARD, IL
Past
June 10, 1998 - May 8, 2012
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
DOWNERS GROVE, IL
Past
April 19, 1998 - May 4, 2012
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
DOWNERS GROVE, IL
Past
November 30, 1994 - April 8, 1998
DREHER & ASSOCIATES, INC.
BD
CRD#: 8665
OAKBROOK TERRACE, IL
Past
November 14, 1991 - November 4, 1994
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
LONG ISLAND CITY, NY
Past
November 15, 1990 - April 6, 1993
FINANCIAL HORIZONS SECURITIES CORPORATION
BD
CRD#: 20221
Past
March 10, 1986 - November 23, 1990
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
SCHAUMBURG, IL
Past
March 28, 1985 - March 11, 1986
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
Past
January 7, 1985 - May 6, 1985
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FORUM FINANCIAL MANAGEMENT, LP
FORUM | WEALTH ADVISER ALLIANCE | FORUM FINANCIAL MANAGEMENT, LP | FORUM FINANCIAL MANAGEMENT, LLC | FORUM FINANCIAL
CRD#: 145706 / SEC#: 801-69970
RIA
Registered Investment Advisory firm - (3/9/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(8/23/2012)
IAR
Texas(5/9/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
FF
FORUM FINANCIAL MANAGEMENT, LP
FORUM | WEALTH ADVISER ALLIANCE | FORUM FINANCIAL MANAGEMENT, LP | FORUM FINANCIAL MANAGEMENT, LLC | FORUM FINANCIAL
CRD#: 145706 / SEC#: 801-69970
RIA
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Contact information
Main Address
1900 South Highland Avenue Suite 100, Lombard, IL 60148
Mailing Address
Phone number
(630) 873-8520
Established
Firm type
Fiscal year end
# of Employees
140
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 21,456 |
| AUM (Assets Under Management) | $ 9,030,636,924 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 12/20/2024 | ||
| 10/19/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
