Niki Theil
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Niki Theil Email & Phone Number

Client Service Associate at Forum Financial Management, LP
Location: San Francisco Bay Area, United States 4 work roles 2 schools
1 work email found @sbcglobal.net 7 phones found area 650, 408, 415, 414, and 708 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 7 phones

Work email n****@sbcglobal.net
Direct phone (650) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Forum Financial Management, LP
Role
Client Service Associate
Location
San Francisco Bay Area, United States
Company size
85 employees

Who is Niki Theil? Overview

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Quick answer

Niki Theil is listed as Client Service Associate at Forum Financial Management, LP, a with 85 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at sbcglobal.net, phone signal with area code 650, 408, 415, 414, 708, and a matched LinkedIn profile for Niki Theil.

Niki Theil previously worked as Financial Planner at Forum Financial Management, Lp and Fee-Only Financial Planner at Investor'S Capital Management, Llc. Niki Theil studied at Ms & Bs Finance, University Of Illinois At Urbana-Champaign.

Company email context

Email format at Forum Financial Management, LP

This section adds company-level context without repeating Niki Theil's masked contact details.

{first_initial}{last}@sbcglobal.net
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AeroLeads found 1 current-domain work email signal for Niki Theil. Compare company email patterns before reaching out.

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Profile bio

About Niki Theil

Niki Theil is a Client Service Associate at Forum Financial Management, LP. She possess expertise in fee only financial planning, independent financial advice, finance.

Listed skills include Fee Only Financial Planning, Independent Financial Advice, and Finance.

Current workplace

Niki Theil's current company

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

Forum Financial Management, LP
Forum Financial Management, Lp
Client Service Associate
lombard, illinois, united states
Website
forumfin.com
Employees
85
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Company profile
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4 roles · 31 years

Niki Theil work experience

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

Financial Planner

Forum Financial Management, Lp

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 at 1900 S. Highland Ave., Suite 100, Lombard, IL 60148 (www.forumfin.com, 630.873.8520).What I post on here is my opinion, not the opinion of Forum.

Fee-Only Financial Planner

Investor'S Capital Management, Llc

Menlo Park

2013 - May 2023

Senior Financial Analyst

Hp
1996 - 2004 ~8 yrs
Team & coworkers

Colleagues at Forum Financial Management, LP

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

MS Matt Spokas, Cpa, Mba Matt Spokas, Cpa, Mba Colleague at Forum Financial Management, LpGreater Chicago Area, United States View → JM Jessica Mortenson Jessica Mortenson Colleague at Forum Financial Management, LpMilwaukee, Wisconsin, United States View → DD Dominic Dominguez Dominic Dominguez Colleague at Forum Financial Management, LpGreater Chicago Area, United States View → KF Karma Forrestal, Cfp® Karma Forrestal, Cfp® Colleague at Forum Financial Management, LpBartlett, Illinois, United States View → EM Eric Mcginnis, Aif ® Eric Mcginnis, Aif ® Colleague at Forum Financial Management, LpGig Harbor, Washington, United States View → EH Eric Hrebic, Cfp® Eric Hrebic, Cfp® Colleague at Forum Financial Management, LpGreater Chicago Area, United States View → NH Neal Halawa, Aif®️ Neal Halawa, Aif®️ Colleague at Forum Financial Management, LpGreater Chicago Area, United States View → JL Jaden Lyons Jaden Lyons Colleague at Forum Financial Management, LpThousand Oaks, California, United States View → AH Alan Hambourger Alan Hambourger Colleague at Forum Financial Management, LpChicago, Illinois, United States View → JJ John J. Adam Ea, Cfp® John J. Adam Ea, Cfp® Colleague at Forum Financial Management, LpLombard, Illinois, United States View →
2 education records

Niki Theil education

Education record

Personal Financial Planning Credential, University Of California, Santa Cruz Extension
FAQ

Frequently asked questions about Niki Theil

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

What company does Niki Theil work for?

Niki Theil works for Forum Financial Management, LP.

What is Niki Theil's role at Forum Financial Management, LP?

Niki Theil is listed as Client Service Associate at Forum Financial Management, LP.

What is Niki Theil's email address?

AeroLeads has found 1 work email signal at @sbcglobal.net for Niki Theil at Forum Financial Management, LP.

What is Niki Theil's phone number?

AeroLeads has found 7 phone signal(s) with area code 650, 408, 415, 414, 708 for Niki Theil at Forum Financial Management, LP.

Where is Niki Theil based?

Niki Theil is based in San Francisco Bay Area, United States while working with Forum Financial Management, LP.

What companies has Niki Theil worked for?

Niki Theil has worked for Forum Financial Management, Lp, Investor'S Capital Management, Llc, and Hp.

Who are Niki Theil's colleagues at Forum Financial Management, LP?

Niki Theil's colleagues at Forum Financial Management, LP include Matt Spokas, Cpa, Mba, Jessica Mortenson, Dominic Dominguez, Karma Forrestal, Cfp®, and Eric Mcginnis, Aif ®.

How can I contact Niki Theil?

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

What schools did Niki Theil attend?

Niki Theil studied at Ms & Bs Finance, University Of Illinois At Urbana-Champaign.

What skills is Niki Theil known for?

Niki Theil is listed with skills including Fee Only Financial Planning, Independent Financial Advice, and Finance.

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