Mark R. Donatelli

DONATELLI & COULES FINANCIAL ADVISORS

HINSDALE, IL 60521

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CRD#: 5272869

Professional summary

Mark R Donatelli is a registered financial advisor currently at DONATELLI & COULES FINANCIAL ADVISORS, LLC located in Hinsdale, Illinois and FORUM FINANCIAL MANAGEMENT, LP located in Hinsdale, Illinois.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Mark has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

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) Donatelli & Coules Financial Advisors, LLC; Investment-related; 15 Salt Creek Lane, Suite 312, Hinsdale, IL 60521; Investment services and financial planning; President; 7/2006; 5 hours/month devoted; 0 hours during securities trading hours; Recordkeeping and maintaining registration of firm with State of Illinois and FINRA. 2) Donatelli & Coules, Ltd.; Not investment-related; 15 Salt Creek Lane, Suite 312, Hinsdale, IL 60521; Attorneys at Law; President; 1/1992; 200 hours/month devoted; 200 hours during securities trading hours; President and shareholder of business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark R Donatelli's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 26, 2007 - Present

DONATELLI & COULES FINANCIAL ADVISORS, LLC

Office #1: 15 Salt Creek Lane Suite 312, Hinsdale, IL 60521

RIA

CRD#: 142826

HINSDALE, IL

Current

December 4, 2013 - Present

FORUM FINANCIAL MANAGEMENT, LP

Office #1: 15 Salt Creek Lane Suite 312, Hinsdale, IL 60521

RIA

CRD#: 145706

HINSDALE, IL

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".

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
(1/26/2007)

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: 1/11/2007

Uniform Investment Adviser Law Examination

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORUM FINANCIAL MANAGEMENT, LP ADV PART 2A (3/31/2025)

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	Cover Page	Report
12/20/2024	Cover Page	Report
10/19/2023	Cover Page	Report

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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Mark R. Donatelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark R Donatelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

DONATELLI & COULES FINANCIAL ADVISORS, LLC

FORUM FINANCIAL MANAGEMENT, LP

Primary Firm SEC Registration

FORUM FINANCIAL MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Series 65

Date: 1/11/2007

Current Firm

FORUM FINANCIAL MANAGEMENT, LP

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORUM FINANCIAL MANAGEMENT, LP

TRUST BUT VERIFY

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