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CRD 4495566
Forvis Mazars Wealth Advisors, LLC CRD 110905
$12.0B regulatory AUM 113 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-03 |
| MO | RA | APPROVED | 2024-01-03 |
| TX | RA | APPROVED | 2024-01-03 |
Branch Locations
1201 Walnut Street, Suite 1700, Kansas City, MO 64106 • United States
910 East St Louis St, Springfield, MO 65806 • United States
1901 S. Meyers Road Suite 500, Oakbrook Terrace, IL 60181 • United States
130 E. Randolph Street Suite 1900, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bkd Wealth Advisors, Llc | Kansas City | MO | 09/2002 | 05/2022 |
| Forvis Wealth Advisors, Llc | Kansas City | MO | 06/2022 | 05/2024 |
| Forvis Mazars Wealth Advisors Llc | Kansas City | MO | 06/2024 | Present |
Advent Health 7315 E. Frontage Rd. Ste. 221, Shawnee Mission KS 662004 Finance Committee Member-Input on investment related issues, not sole voice. Start Jan. 2020 Approx. 5 hours a month, 2.5 during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-26 |
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