Steven John Minturn
Investment Adviser Representative at Forum Financial Management, LP
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven John Minturn is an investment adviser representative with Forum Financial Management, LP in Lakewood, CO, where they have been registered since 2021, the year they entered the securities industry. They are registered to provide investment advice in Colorado and Texas.
Registrations & licenses
- Investment adviser:
- Colorado, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Forum Financial Management, LPOct 2021 – no end date reportedLombard, IL
- UnemployedMay 2021 – Sep 2021Dousman, WI
- BMO Asset Management EMEAMay 2019 – May 2021London
- BMO Asset Management USOct 2015 – May 2019Chicago, IL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Forum Financial Management, LP
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
- Estimated blended rate
- 0.012
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 111
- Offices listed on AdvisorFinder:
- 29
- Main office:
- Lombard, IL
- SEC file number:
- 801-69970
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at Forum Financial Management, LP
Showing 12 of 111 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven John Minturn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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