AUMdb
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Meghan M Nolan

CRD 7031228 Certified Financial Planner

Firms

FirmRoleAs of
Forum Financial Management, Lp Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (1)

OrganizationRoleCompensationAs of
Ginger Rugai Y Me Softball Tournament Officer/Director 12/31/2024

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗