Steven Roger Martin
Investment adviser representative at Forum Financial Management, LP
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets
Are you Steven Roger Martin? Claim your profile
Contact this firm
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
12 years in the industry.
- Forum Financial Management, LPSep 2019 to now
- Bkd Wealth Advisors, LLCNov 2014 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 2 states (IL, LA).
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
- 4624553
- Firm CRD
- 145706