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
Brian Lowery (CRD# 5064008) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Saint Louis, MO and has over 18 years of experience in the finance industry.
Jason Lunsford (CRD# 4240896) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 23 years of experience in the finance industry.
Amy Manning (CRD# 5712295) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 14 years of experience in the finance industry.
Mary Mayabb (CRD# 1098369) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Kansas City, MO and has over 26 years of experience in the finance industry.
Christine Mies (CRD# 2251790) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Wichita, KS and has over 27 years of experience in the finance industry.
Shelby Newell (CRD# 6666626) 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.
Marva Riley (CRD# 6947988) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Oakbrook Terrace, IL and has over 5 years of experience in the finance industry.
Colby Robinson (CRD# 6295419) 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.
William Sneed (CRD# 1377917) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 39 years of experience in the finance industry.
Zachary Swartz (CRD# 5553731) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 16 years of experience in the finance industry.