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Marvin P
Series 65, Series 66
Hartland, WI
Forum Financial Management, Lp
Marvin Peplow is a financial advisor at Forum Financial Management, LP with 13 years of industry experience. He holds Series 65 and Series 66 licenses and previously managed an accounting and tax practice at Peplow & Peplow LLC. Forum Financial Management, LP provides advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm emphasizes model asset-allocation portfolios based on Modern Portfolio Theory and serves as a turn-key asset-management platform for independent advisors and RIAs.
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