Forward Financial Group Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Forward Financial Group operates in the financial services sector, delivering investment strategies and personalized financial planning through a team-based approach. As a fiduciary, the firm emphasizes education, integrity, and strong client service, aiming to help clients move forward with guidance that aligns with their goals using up-to-date technology. Based in Sussex, Wisconsin, the organization emphasizes a local presence with services that are accessed through its affiliation with Independent Advisor Alliance, LLC, which administers the investment advisory aspects separate from LPL Financial.

The company serves clients seeking structured financial planning and investment advice, focusing on responsible, transparent guidance within the broader ecosystem of registered investment advisors and brokerage networks. While the exact client mix and scale are not detailed, the firm operates within the regulated framework of LPL Financial and Independent Advisor Alliance, highlighting its role as a coordinated advisor offering under those affiliations. A recent contextual note is that third-party posts related to the profile do not reflect LPL Financial’s views, underscoring the need for independent review of guidance within this network.

Sign up for free to view info

Company overview Email format