Forward Financial Group Employee Directory

Q: How many employees does Forward Financial Group have currently?

Forward Financial Group has approximately 41 employees.

Financial ServicesWisconsin, United States11-50 Employees

Our mission is to move you forward with investment strategies and personalized financial planning using the best technology available and a team based approach.  As a fiduciary, we aim to accomplish this through education, integrity and outstanding client service. 

Securities offered through LPL Financial (LPL). Member FINRA & SIPC (www.finra.org, www.sipc.org). Forward Financial Group is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC., a registered investment advisor. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Find Forward Financial Group employees' phone numbers or email addresses

Forward Financial Group Global Highlights

North America
15

United States Of America
15

Europe
1

Germany
1

Forward Financial Group's Leadership

G. A.
President & Financial Planner
Mobile Phone
Email
M. F.
Partner-Financial Planner
Mobile Phone
Email
T. S.
Partner-Financial Advisor
Mobile Phone
Email
N. B.
Partner-Financial Planner
Mobile Phone
Email
K. S.
Partner - Financial Advisor
Mobile Phone
Email
J. H.
Account Executive
Mobile Phone
Email

Forward Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Business
Community & Social Services
Finance

Contact profiles from Forward Financial Group

Name

Title

Contact Info

Location

Last Update

G. A.
President & Financial Planner
Mobile Phone
Email
United StatesWisconsin
Apr 14, 2025
M. F.
Partner-Financial Planner
Mobile Phone
Email
United StatesWisconsin
Feb 16, 2026
T. S.
Partner-Financial Advisor
Mobile Phone
Email
United StatesWisconsin
Mar 05, 2024
N. B.
Partner-Financial Planner
Mobile Phone
Email
United StatesWisconsin
Oct 14, 2025
K. S.
Partner - Financial Advisor
Mobile Phone
Email
United StatesFlorida
Feb 18, 2026
J. H.
Account Executive
Mobile Phone
Email
Germany
May 06, 2024

Frequently Asked Questions

What is Forward Financial Group known for?

Forward Financial Group operates in the Financial Services industry. The company's main headquarters is located in W248 N5233 Executive Drive Suite 500 Sussex, Wisconsin 53089 United States. Explore Forward Financial Group's company overview page for more information.

What is Forward Financial Group's most common email format?

Forward Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Forward Financial Group email formats with LeadIQ.

How many employees does Forward Financial Group have currently?

Forward Financial Group has approximately 41 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Forward Financial Group's key employees and leadership?

As of February 2026, Forward Financial Group's key employees include:

President & Financial Planner: G. A.
Partner-Financial Planner: M. F.
Partner-Financial Advisor: T. S.
Partner-Financial Planner: N. B.
Partner - Financial Advisor: K. S.

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