Luke Edward Forfar
Investment adviser representative at Corient
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$165.3BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- CorientJun 2026 to now
- Corient Services LLCJun 2026 to now
- Chicago Mission Aaa Hockey ClubMay 2025 to Aug 2025
- Vivaldi Capital ManagementNov 2024 to Jun 2026
- Huskies Hockey ClubAug 2024 to Apr 2025
- Hinsdale Central Hockey ClubAug 2023 to Apr 2024
- Jmg Financial GroupFeb 2022 to Oct 2024
- UnemployedJul 2016 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 7251604
- Firm CRD
- 319448