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
Paige Williams (CRD# 5950585) 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.
David Withrow (CRD# 4495566) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Kansas City, MO and has over 22 years of experience in the finance industry.
Mitchell Bertrand (CRD# 6942887) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Kansas City, MO and has over 3 years of experience in the finance industry.
Cody Blevins (CRD# 7258382) 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.
John Davis (CRD# 6739837) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 5 years of experience in the finance industry.
Deanna Foley (CRD# 7797350) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.
Natalie Hyde (CRD# 7380619) 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.
Braiden Jolliff (CRD# 7428773) 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.
Patrick Keefer (CRD# 7557851) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Kansas City, MO and has over 2 years of experience in the finance industry.
Carlee Lynn (CRD# 6870620) is an Investment Advisor Representative working at Forvis Mazars Wealth Advisors, LLC in Springfield, MO and has over 4 years of experience in the finance industry.