Ryan Douglas Zink
Investment adviser representative at Forum Financial Management, LP
11 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$8.7BFirm assets
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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
11 years in the industry.
- Element 30 Insurance Solutions Inc.Apr 2016 to now
- Forum Financial Management, LPFeb 2015 to now
- Purshe Kaplan Sterling InvestmentsFeb 2015 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (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
- 6032823
- Firm CRD
- 145706