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Provides office and contact details, plus professional background including legal name, birth year, education, business experience, and designations (Series 65 and Enrolled Agent). Discloses no reportable disciplinary history, explains other business activities, potential conflicts, additional compensation references, and fiduciary obligations. 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Telephone: (630) [873-8520. Website: www.forumfinancial.com](873-8520. Website: www.forumfinancial.com).  \nThis brochure supplement provides information about Lou Ann Lisack that supplements the Forum Financial Management, LP (“Forum”) Form ADV Part 2A Brochure (“firm brochure”) . You should have received a copy of that firm brochure. Please contact us at (630) 873-8520 if you did not receive Forum’s firm brochure or if you have any questions about the contents of this brochure supplement.  \nAdditional information about Lou Ann Lisack is available on the SEC’s Investment Adviser Public Disclosure [website at](website at www.adviserinfo.sec.gov)[ ](website at www.adviserinfo.sec.gov)[www.adviserinfo.sec.gov](website at www.adviserinfo.sec.gov).  \nItem 2 – Educational Background and Business Experience  \nFull Legal Name: Lou Ann Lisack  \nBorn: 1958  \nEducation Background:  \n􀁸 South Suburban College: Associate of Arts (AA), Accounting – 1995  \n􀁸 Governors State University: Bachelor of Arts (BA), Accounting – 2006  \nBusiness Experience:  \n􀁸 Forum Financial Management, LP: Investment Adviser Representative – 7/2014 to Present  \n􀁸 Tax & Financial Solutions, Inc.: Accountant – 7/2005 to Present  \nProfessional Designations, Certifications, and Exams:  \n􀁸 Uniform Investment Adviser Law Examination (Series 65 Exam), 2014  \n􀁸 Enrolled Agent (EA), 2006  \nPlease refer to Part 2B Appendix 1 for definitions of the above.  \nItem 3 – Disciplinary Information  \nMs. Lisack has no reportable disciplinary history.  \nItem 4 – Other Business Activities  \nMs. Lisack is also an Account with Tax & Financial Solutions, Inc. Clients of Tax & Financial Solutions, Inc. or Ms. Lisack in this business activity could also be clients of Forum Financial Management, LP. The fees earned by Ms. Lisack in this capacity are separate and apart from the fees clients pay Forum for advisory services. Clients should be aware that the receipt of additional compensation by Ms. Lisack in this outside business activity creates a conflict of interest. However, clients are under no obligation to purchase tax and accounting services through Ms. Lisack. As a fiduciary, Ms. Lisack has certain legal obligations, includingthe obligation to act in the clients' best interests.  \nPlease refer to “Item 10 – Other Financial Industry Activities and Affiliations” of Forum’s firm brochure for complete disclosure of the above referenced outside business activities.  \nItem 5 – Additional Compensation  \nRefer to the Other Business Activities section above for disclosures on Ms. Lisack's receipt of additional compensation as a result of her other business activities.  \nAlso, please refer to “Item 5 – Fees and Compensation”and “Item 14 – Client Referrals and Other Compensation” of Forum’s firm brochure for additional disclosures on this topic.  \nItem 6 – Supervision  \nAs a registered investment adviser, Forum administers and enforces a regulatory compliance program, reasonably designed to detect and prevent violations of the Investment Advisers Act of 1940 and other applicable state and federal securities laws. Forum’s compliance program is overseen by Forum’s Chief Compliance Officer, Allison Tronnes, who delegates advisor supervision responsibilities among various advisor support personnel and teams.  \nForum has a dedicated Advisor Support Team, and within that team is the primary point of contact for advisor supervision. Should a client or prospective client have any questions or concerns, please reach out to one of the following:  \nNikki Hopson  \nAdvisor Development and Supervision  \n(630) 376-4367  \n[nhopson@forumfinancial.com](nhopson@forumfinancial.com)  \nAllison Tronnes  \nChief Complianc","cbCairyprXUvxacl","https://ap.wps.com/l/cbCairyprXUvxacl","pdf",113184,"English","# Item 2 – Educational Background and Business Experience\n## Item 3 – Disciplinary Information\n## Item 4 – Other Business Activities\n## Item 5 – Additional Compensation\n## Item 6 – Supervision\n## Item 7 – Part 2B Appendix 1","[{\"question\":\"What educational and business experience details are listed for Lou Ann Lisack?\",\"answer\":\"The supplement lists education credentials (South Suburban College and Governors State University) and business roles, including Forum Financial Management, LP and Tax \\u0026 Financial Solutions, Inc. It also notes relevant timeframes for each role.\"},{\"question\":\"Is there any reportable disciplinary history for Lou Ann Lisack?\",\"answer\":\"No reportable disciplinary history is reported in Item 3 of the supplement.\"},{\"question\":\"How does Forum oversee supervision and compliance for advisors?\",\"answer\":\"Forum administers and enforces a regulatory compliance program overseen by the Chief Compliance Officer, with supervision responsibilities delegated among support personnel and teams. The document also provides named contacts for advisor supervision questions.\"}]","FORM ADV PART 2B - Lou Ann Lisack - Brochure Supplement | PDF",1790329943]