AeroLeads people directory · profile

David Huskin, Cfp® Email & Phone Number

Investment Advisor Representative at Forum Financial Management, LP
Location: Milwaukee, Wisconsin, United States 3 work roles 1 school
1 work email found @forumfin.com 2 phones found area 847 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@forumfin.com
Direct phone (847) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Forum Financial Management, LP
Role
Investment Advisor Representative
Location
Milwaukee, Wisconsin, United States
Company size
85 employees

Who is David Huskin, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

David Huskin, Cfp® is listed as Investment Advisor Representative at Forum Financial Management, LP, a with 85 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a work email signal at forumfin.com, phone signal with area code 847, and a matched LinkedIn profile for David Huskin, Cfp®.

David Huskin, Cfp® previously worked as Financial Advisor at Cent Wealth Management and Financial Advisor at Edward Jones. David Huskin, Cfp® holds Bachelor Of Business Administration (Bba), Finance, General from University Of Colorado At Boulder.

Company email context

Email format at Forum Financial Management, LP

This section adds company-level context without repeating David Huskin, Cfp®'s masked contact details.

*@forumfin.com
71% confidence

AeroLeads found 1 current-domain work email signal for David Huskin, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About David Huskin, Cfp®

Experienced Investment Advisor with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Strategic Planning, 529 Plans, Wealth Accumulation, and Options. Strong professional with a Bachelor of Business Administration (BBA) focused in Finance, General from University of Colorado at Boulder.

Listed skills include Retirement Planning, 401K Rollovers, Asset Allocation, Wealth Management, and 16 others.

Current workplace

David Huskin, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Forum Financial Management, LP
Forum Financial Management, Lp
Investment Advisor Representative
lombard, illinois, united states
Website
forumfin.com
Employees
85
AeroLeads page
Company profile
View company profile Email format
3 roles

David Huskin, Cfp® work experience

A career timeline built from the work history available for this profile.

Investment Advisor Representative

Current
Forum Financial Management, Lp

Greater Milwaukee Area

At Forum Financial Management, we help investors build, manage and preserve their wealth. It starts with a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning.With the foundation of this technical knowledge, we can spend more time on what we truly enjoy -- getting to know our clients and their families. By understanding the hopes and dreams that reside at the center of someone's financial life, we are able to design an investment plan that is built to achieve a client's short-and long-term goals. that's what we consider to be the real value of an advisor.Forum Financial Management LP is a registered Investment Advisor. The home office of Forum Financial Management is located 1900 S. Highland Ave. Suite 100. Lombard, IL 60148 (www.forumfin.com, 630-873-8520).What I post here is my opinion, not the opinion of Forum.

Aug 2016 - Present

Financial Advisor

Cent Wealth Management
Jun 2012 - Jun 2016
Team & coworkers

Colleagues at Forum Financial Management, LP

Other employees you can reach at forumfin.com. View company contacts for 85 employees →

BS Brian Savage, Cpa, Pfs, Cfp® Brian Savage, Cpa, Pfs, Cfp® Colleague at Forum Financial Management, LpLombard, Illinois, United States View → SS Stefana Szytec Stefana Szytec Colleague at Forum Financial Management, LpGreater St. Louis, United States View → AW Asher Witham Asher Witham Colleague at Forum Financial Management, LpThousand Oaks, California, United States View → NS Naya Sou Naya Sou Colleague at Forum Financial Management, LpIthaca, New York, United States View → NH Neal Halawa, Aif®️ Neal Halawa, Aif®️ Colleague at Forum Financial Management, LpGreater Chicago Area, United States View → AA A. Andrew (Andy) Marwede A. Andrew (Andy) Marwede Colleague at Forum Financial Management, LpLake Forest, Illinois, United States View → CK Canaan Knapp Canaan Knapp Colleague at Forum Financial Management, LpSimi Valley, California, United States View → AH Alan Hambourger, Cpa, Pfs, Cfp® Alan Hambourger, Cpa, Pfs, Cfp® Colleague at Forum Financial Management, LpGlenview, Illinois, United States View → KF Karma Forrestal, Cfp® Karma Forrestal, Cfp® Colleague at Forum Financial Management, LpBartlett, Illinois, United States View → DW David W. Seery, Cfp® David W. Seery, Cfp® Colleague at Forum Financial Management, LpThousand Oaks, California, United States View →
1 education record

David Huskin, Cfp® education

FAQ

Frequently asked questions about David Huskin, Cfp®

Quick answers generated from the profile data available on this page.

What company does David Huskin, Cfp® work for?

David Huskin, Cfp® works for Forum Financial Management, LP.

What is David Huskin, Cfp®'s role at Forum Financial Management, LP?

David Huskin, Cfp® is listed as Investment Advisor Representative at Forum Financial Management, LP.

What is David Huskin, Cfp®'s email address?

AeroLeads has found 1 work email signal at @forumfin.com for David Huskin, Cfp® at Forum Financial Management, LP.

What is David Huskin, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 847 for David Huskin, Cfp® at Forum Financial Management, LP.

Where is David Huskin, Cfp® based?

David Huskin, Cfp® is based in Milwaukee, Wisconsin, United States while working with Forum Financial Management, LP.

What companies has David Huskin, Cfp® worked for?

David Huskin, Cfp® has worked for Forum Financial Management, Lp, Cent Wealth Management, and Edward Jones.

Who are David Huskin, Cfp®'s colleagues at Forum Financial Management, LP?

David Huskin, Cfp®'s colleagues at Forum Financial Management, LP include Brian Savage, Cpa, Pfs, Cfp®, Stefana Szytec, Asher Witham, Naya Sou, and Neal Halawa, Aif®️.

How can I contact David Huskin, Cfp®?

You can use AeroLeads to view verified contact signals for David Huskin, Cfp® at Forum Financial Management, LP, including work email, phone, and LinkedIn data when available.

What schools did David Huskin, Cfp® attend?

David Huskin, Cfp® holds Bachelor Of Business Administration (Bba), Finance, General from University Of Colorado At Boulder.

What skills is David Huskin, Cfp® known for?

David Huskin, Cfp® is listed with skills including Retirement Planning, 401K Rollovers, Asset Allocation, Wealth Management, Retirement, Equities, Saving For Education, and Iras.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.