Lynn M. Forman

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CRD#: 4203025

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lynn Michelle Forman, CFP® was a registered financial professional .

Lynn is a previously registered financial professional and started their career in finance in 2000. Lynn had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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.

LIFE INSURANCE/ANNUITIES,FIXED INSURANCE, AGENT,6/08,5 HR/MONTH-SALES.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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^®

CRD#: 29604

PEORIA, AZ

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".

EPIC PRIVATE WEALTH

CRD#: 281027 / SEC#: 801-120618

RIA

Registered Investment Advisory firm - (3/26/2021 Approved)

Arizona

Registered Investment Advisory firm - (3/29/2021 Terminated)

California

Registered Investment Advisory firm - (4/28/2021 Terminated)

Nevada

Registered Investment Advisory firm - (4/30/2021 Terminated)

Ohio

Registered Investment Advisory firm - (3/29/2021 Terminated)

Oregon

Registered Investment Advisory firm - (4/5/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/29/2021 Terminated)

Utah

Registered Investment Advisory firm - (3/29/2021 Terminated)

Washington

Registered Investment Advisory firm - (4/29/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/1/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/5/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/18/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/15/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/3/2003

General Securities Principal Examination

Current Firm

EPIC PRIVATE WEALTH

CRD#: 281027 / SEC#: 801-120618

RIA

Registered Investment Advisory firm - (3/26/2021 Approved)

Arizona

Registered Investment Advisory firm - (3/29/2021 Terminated)

California

Registered Investment Advisory firm - (4/28/2021 Terminated)

Nevada

Registered Investment Advisory firm - (4/30/2021 Terminated)

Ohio

Registered Investment Advisory firm - (3/29/2021 Terminated)

Oregon

Registered Investment Advisory firm - (4/5/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/29/2021 Terminated)

Utah

Registered Investment Advisory firm - (3/29/2021 Terminated)

Washington

Registered Investment Advisory firm - (4/29/2021 Terminated)

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Contact information

Main Address

1305 Fowler Street Suite 2c, Richland, WA 99352

Mailing Address

Phone number

(509) 591-0014

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EPIC TRUST INVESTMENT ADVISORS ADV PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	766
AUM (Assets Under Management)	$ 248,417,491

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.

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Advisor Monitoring

Firm Stability Insights

Lynn M. Forman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ADVISORNET WEALTH PARTNERS

WEALTH MANAGEMENT INTERNATIONAL, LTD.

NATIONAL PLANNING CORPORATION

THE PLANNERS NETWORK, INC.

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

Primary Firm SEC Registration

EPIC PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 2/1/2005

Series 63

Date: 8/5/2000

Series 7

Date: 3/18/2003

Series 6

Date: 7/15/2000

Series 24

Date: 6/3/2003

Current Firm

EPIC PRIVATE WEALTH

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EPIC PRIVATE WEALTH

TRUST BUT VERIFY

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