Forvis Mazars Wealth Advisors, LLC
Forvis Mazars Wealth Advisors, LLC (CRD# 110905) is a financial advisory firm headquartered in Springfield, MO. They manage $7,888,121,845 in 12,298 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management7,888MILLION
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Total Number of Accounts12,298ACCOUNTS
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Average Account Value$641,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Stephanie Hurt (CRD# 5402774) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has 1 year of experience in the finance industry.
Ashley Israel (CRD# 6106742) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has 1 year of experience in the finance industry.
Katherine Jaskinia (CRD# 6917726) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in San Antonio, TX and has 1 year of experience in the finance industry.
David Koppenheffer (CRD# 6691264) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 7 years of experience in the finance industry.
Bobby Lamb (CRD# 3048563) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 26 years of experience in the finance industry.
Donald Larsen (CRD# 5343809) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Oakbrook Terrace, IL and has over 17 years of experience in the finance industry.
Jeffrey Layman (CRD# 1732941) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 36 years of experience in the finance industry.
Jeffrey Lenhart (CRD# 5484916) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 12 years of experience in the finance industry.
Travis Liles (CRD# 6426118) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 9 years of experience in the finance industry.
Ellen Lindh (CRD# 3024987) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 26 years of experience in the finance industry.