Joseph Anthony Vogenthaler
Investment adviser representative at Forum Financial Management, LP
21 yearsExperience
2 statesRegistered in
$8.7BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Forum Financial Management, LPJul 2020 to now
- Del Mar Union School DistrictFeb 2020 to Mar 2020
- Encinitas Union School DistrictFeb 2020 to Mar 2020
- Escondido Union School DistrictFeb 2020 to Mar 2020
- Solana Beach School DistrictFeb 2020 to Mar 2020
- Our Kitchen To YoursApr 2019 to Dec 2023
- Twitch, LLCSep 2005 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, IL).
Forum Financial Management, LP
$8.7BAssets managed
5,841Clients
112Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2186241
- Firm CRD
- 145706