TS
Tyler H. Smith
FORUM FINANCIAL MANAGEMENT, LP
Denver, CO 80222
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CRD#: 6881488
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Professional summary
Tyler Hurst Smith, CFP® is a registered financial advisor currently at FORUM FINANCIAL MANAGEMENT, LP located in Denver, Colorado.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Tyler 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) Colorado Society of Certified Public Accountants; Investment-related; 7887 East Belleview Avenue, Suite 200, Englewood, CO 80111; Non-profit organization; Investment Committee Member; 8/2022; 1-5 hours/month devoted; 1-5 hours during securities trading hours; Advises association on managing funds and assets. 2) The Insurance Consultants Group of Florida, Inc.; Not investment related; 2610 Cardinal Place, Sarasota, FL 34236; Provide referrals to As One Insurance Group; Referral Partner; 8/2025; Less than 5 hours per month; Less than 5 hours during securities trading hours; identify companies that need As One Insurance Group's services and make introductions between the parties.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Hurst Smith'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: 2020
Experience
Current
October 5, 2022 - Present
FORUM FINANCIAL MANAGEMENT, LP
Office #1: 2000 South Colorado Boulevard Tower Two, Suite 460, Denver, CO 80222RIA
CRD#: 145706
Denver, CO
Past
December 5, 2017 - September 30, 2022
STORDAHL CAPITAL MANAGEMENT, INC.
RIA
CRD#: 287916
Greenwood Village, CO
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
Colorado(10/5/2022)
IAR
Louisiana(2/16/2024)
IAR
Texas(2/8/2024)
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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