Cetera Investment Advisers
46yrs
Top advisor by experience in Lombard
7yrs
Luke Bernard Adam
Financial advisor at Forum Financial Management
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office1900 South Highland Avenue Suite 100, Lombard, IL 60148
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Forum Financial Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- 2019 – nowForum Financial Management, LPCurrent firm
Questions to ask Luke
Tailored to Luke’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Luke
How do I contact Luke?
Call Forum Financial Management at (630) 873-8520 and ask for Luke Bernard Adam. Luke works from the Lombard, IL office.
How long has Luke been a financial advisor?
Luke has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Luke hold?
Series 65. Tap any license on this page to see what it allows.
Is Luke a fiduciary?
Luke is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Luke paid?
Forum Financial Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Luke for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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