Mark David Bulmer
Investment adviser representative at Forum Financial Management, LP
19 yearsExperience
1 stateRegistered in
PFS, 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
19 years in the industry.
- Forum Financial Management, LPJul 2025 to now
- Smith Leonard PllcJan 2007 to now
- Avantax Investment Services, Inc.Jan 2020 to Jun 2025
- Avantax Advisory ServicesAug 2019 to Jun 2025
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7168180
- Firm CRD
- 145706