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Financial Forum
Financial Forum, Inc. is a wealth management firm established more than three decades ago. The firm’s planning specialists curate technology tools, actionable...
Financial Forum
Financial Forum, Inc. is a wealth management firm established more than three decades ago. The firm’s planning specialists curate technology tools, actionable economic information, and best practices to help investors manage life and retirement goals. Services include investment management, risk management/insurance, financial planning, and retirement plans. The office is in the University District on the eastern edge of downtown Spokane, with in-person and remote options.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Spokane
Principals
Jeff Comstock
Wealth Advisor | CEO
Katie Young
Wealth Advisor, CFP®
Landy Comstock
Wealth Advisor
Tiffany Davisson
Practice Manager | Portfolio Strategy
Maria Cornelius
Wealth Planning Associate
Britney Lewis
Portfolio Operation Associate
Callie Johnson
Wealth Management Associate
Paco Cheung
Wealth Management Associate
Jack Bell
Wealth Advisor
Ron Reynolds
founder
Frequently asked questions
What does Financial Forum actually do?
Financial Forum is a wholesale distributor of structured products — market-linked CDs, buffered notes, and similar principal-protected instruments issued by major banks. It aggregates demand from hundreds of independent broker-dealers and regional advisory firms into blocks large enough to access institutional tranches. The firm does not manufacture products, manage assets, or serve retail investors directly.
How does Financial Forum make money?
Financial Forum earns placement fees embedded in the underwriting spread of each structured note or CD it places. The issuing bank prices the product to include a distribution fee, which is split between Financial Forum, the broker-dealer, and the financial advisor. Because the firm carries no inventory risk and operates without a proprietary balance sheet, its revenue scales directly with distribution volume rather than market performance.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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