Daniel Drallmeier

Daniel Drallmeier, CFP® is a Partner at Forum Financial Management, LP, where he leads advisory efforts from the firm’s Chicago-area office. In his current role, he specializes in comprehensive financial planning and portfolio management for individuals, families, and small businesses, with particular expertise in diversified, evidence-based investment strategies and retirement solutions.

Drallmeier has advanced steadily through Forum’s ranks, starting as Portfolio Trader in 2012 and later serving as Investment Adviser Representative before joining the partnership in 2022. He is recognized as the first Forum partner to have begun his career with the firm in this capacity, highlighting his deep operational and investment acumen.

He holds a B.B.A. in Finance from the University of Iowa and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2017. Drallmeier focuses on long-term asset allocation, low-cost index and mutual fund portfolios, tax-efficient investing, and planning for retirement income, with demonstrated experience in both equity and fixed income securities for private clients and business retirement plans.