Karma A. Forrestal
Professional summary
Karma Ann Forrestal, CFP®, who also goes by Karma Ann Kamerlander, Karma Ann Otten, is a registered financial advisor currently at FORUM FINANCIAL MANAGEMENT, LP located in Lombard, Illinois.
Karma is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Karma has worked at 3 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Karma Ann Forrestal's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
April 2, 2012 - Present
FORUM FINANCIAL MANAGEMENT, LP
Office #1: 1900 South Highland Avenue Suite 100, Lombard, IL 60148January 6, 2011 - April 30, 2012
MORRISON FINANCIAL SERVICES, LTD
August 21, 2000 - April 30, 2012
MORRISON INVESTMENTS, INC.
Primary Firm SEC Registration
FORUM FINANCIAL MANAGEMENT, LP
CRD#: 145706 / SEC#: 801-69970
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/2/2012)
(3/29/2017)
Exams
Current Firm
FORUM FINANCIAL MANAGEMENT, LP
CRD#: 145706 / SEC#: 801-69970
Contact information
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.
