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
Justin Baas (CRD# 6026266) 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.
William Bridgeman (CRD# 4796732) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 19 years of experience in the finance industry.
Heather Broyles (CRD# 4586921) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Kansas City, MO and has 1 year of experience in the finance industry.
Rhonda Christopher (CRD# 5744049) 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.
Gretchen Cliburn (CRD# 2885167) 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.
Nicole Conklin (CRD# 5042249) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 13 years of experience in the finance industry.
Andrew Douglas (CRD# 4073929) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Indianapolis, IN and has over 24 years of experience in the finance industry.
Brian Eller (CRD# 6510032) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Oakbrook Terrace, IL and has over 6 years of experience in the finance industry.
Brandon Falbe (CRD# 4811024) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 19 years of experience in the finance industry.
Audrey Fersten (CRD# 4743523) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Houston, TX and has over 21 years of experience in the finance industry.