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
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.
Laura Taylor (CRD# 5252856) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 17 years of experience in the finance industry.
Clayton Thornton (CRD# 1877952) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 35 years of experience in the finance industry.
Michelle Titus (CRD# 6319270) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 10 years of experience in the finance industry.
Steven Toomey (CRD# 2516082) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 21 years of experience in the finance industry.
Dorsey Tyndall (CRD# 2900880) 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.
Adrian Vassallo (CRD# 6860574) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 6 years of experience in the finance industry.
Bronson Verhines (CRD# 6564646) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Indianapolis, IN and has over 8 years of experience in the finance industry.
Matthew Wahl (CRD# 4152890) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Little Rock, AR and has over 23 years of experience in the finance industry.
Carson Wannamaker (CRD# 4506116) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 21 years of experience in the finance industry.