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FORM ADV PART 2B BROCHURE SUPPLEMENT Martin G. Pomrehn OFFICE ADDRESS: 1200 Harger Road Suite 217 Oak Brook, IL 60523 Telephone: 6306206200Forum Financial Management, LP 1900 S. Highland Ave. Suite
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01
Start by obtaining the Form ADV Part 2B from the SEC's website or the investment adviser.
02
Familiarize yourself with the instructions provided on the form.
03
Fill out the identifying information section with your firm's name, address, and contact information.
04
Disclose information about the key employees of your firm, including their background, education, and business experience.
05
Provide details about the services offered by your firm, fees charged, and any conflicts of interest that may exist.
06
Include information about your firm's disciplinary history, if any.
07
Review the completed form for accuracy and completeness before submitting it to the appropriate regulatory authorities.

Who needs form adv part 2b?

01
Investment advisers who are registered with the Securities and Exchange Commission (SEC) need to fill out Form ADV Part 2B.
02
This form is required to provide clients with information about the firm's key employees, services offered, fees charged, and potential conflicts of interest.
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Form ADV Part 2B is a brochure supplement that provides additional information about investment advisory personnel to clients.
Registered investment advisors are required to file Form ADV Part 2B for each supervised person providing investment advice.
To fill out Form ADV Part 2B, advisors must provide detailed information about their education, business background, disciplinary history, and investment advice services.
The purpose of Form ADV Part 2B is to ensure transparency and help clients understand the qualifications and experience of their investment advisors.
Form ADV Part 2B must report information including the advisor's education, business experience, disciplinary history, and any professional designations.
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