AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
EV

Edward Vukmirovich

FORESIDE FINANCIAL SERVICES
Columbus, OH 43215
Some features on this profile are disabled
CRD#: 2990812
EV

Professional summary


Edward Vukmirovich, CIMA® is a registered financial professional currently at FORESIDE FINANCIAL SERVICES, LLC located in Columbus, Ohio.

Edward is registered as a RR (Registered Representative) and started their career in finance in 1998. Edward has worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Edward Vukmirovich'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®
CIMA®

Experience


Current

April 28, 2010 - Present

FORESIDE FINANCIAL SERVICES, LLC

Office #1: 325 John H Mcconnell Boulevard Suite 200, Columbus, OH 43215
BD
CRD#: 148477
Columbus, OH
Past

December 23, 2008 - March 29, 2010

TRANSAMERICA INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 108488
HERMOSA BEACH, CA
Past

December 6, 2007 - March 25, 2010

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

September 15, 2005 - November 21, 2007

OLD MUTUAL INVESTMENT PARTNERS

BD
CRD#: 44916
DENVER, CO
Past

May 8, 2000 - August 22, 2005

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174
PORTLAND, ME
Past

July 22, 1999 - May 3, 2000

LPM INVESTMENT SERVICES, INC

BD
CRD#: 33980
PALM BEACH, FL
Past

February 9, 1998 - April 12, 1999

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(1/27/2022)
RR
Arizona
(1/5/2021)
RR
Arkansas
(1/31/2022)
RR
California
(4/28/2010)
RR
Colorado
(1/5/2021)
RR
Hawaii
(1/2/2020)
RR
Idaho
(1/5/2021)
RR
Iowa
(1/31/2022)
RR
Kansas
(1/31/2022)
RR
Louisiana
(1/31/2022)
RR
Michigan
(3/10/2023)
RR
Minnesota
(1/31/2022)
RR
Missouri
(1/31/2022)
RR
Montana
(1/5/2021)
RR
Nebraska
(1/5/2021)
RR
Nevada
(1/3/2017)
RR
New Mexico
(1/5/2021)
RR
North Dakota
(1/5/2021)
RR
Ohio
(4/29/2010)
RR
Oklahoma
(1/31/2022)
RR
Oregon
(1/5/2021)
RR
Pennsylvania
(3/10/2023)
RR
South Dakota
(1/5/2021)
RR
Texas
(1/31/2022)
RR
Utah
(1/5/2021)
RR
Washington
(1/5/2021)
RR
Wisconsin
(1/31/2022)
RR
Wyoming
(1/5/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/19/2008
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FF
FORESIDE FINANCIAL SERVICES, LLC
BHIL DISTRIBUTORS, INC. | FORESIDE FINANCIAL SERVICES, LLC | BHIL DISTRIBUTORS, LLC

CRD#: 148477 / SEC#: , 8-68027

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 07/31/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCDIRECTOR OWNER/SOLE MEMBER
BRUNNER, JENNIFER ANNEVICE PRESIDENT/CHIEF COMPLIANCE OFFICER1137783
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FORESIDE FINANCIAL SERVICES, LLC

CRD#: 148477Columbus, OH 43215

TRUST BUT VERIFY

Monitor Edward Vukmirovich

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Andrew James Lehman
Andrew LehmanAdvisorCheck Check Mark
INSPIRE ADVISORS, LLC
IAR
Columbus, OH
CA
Cody AndersonAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
UPPER ARLINGTON, OH
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics