Gretchen Kay Cliburn

Current Employers

Forvis Mazars Wealth Advisors, Llc

910 East St Louis St, Springfield, MO 65806 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-01-02
MO	RA	APPROVED	2008-03-27

TX RA
APPROVED_RES

Since 2020-01-02
MO RA
APPROVED

Since 2008-03-27

Branch Locations

910 East St Louis St, Springfield, MO 65806 • United States

Building Iii Suite Ll 800 State Highway 248, Branson, MO 65616 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Bkd Wealth Advisors, Llc	Springfield	MO	03/2008	05/2022
Forvis Wealth Advisors, Llc	Springfield	MO	06/2022	05/2024
Forvis Mazars Wealth Advisors Llc	Springfield	MO	06/2024	Present

03/2008 → 05/2022

Bkd Wealth Advisors, Llc

Springfield, MO
06/2022 → 05/2024

Forvis Wealth Advisors, Llc

Springfield, MO
06/2024 → Present

Forvis Mazars Wealth Advisors Llc

Springfield, MO

Previous Registrations

2003-01-23 → 2008-03-18

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Springfield, MO

Springfield, MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-04-28
S63	Uniform Securities Agent State Law Examination	1997-08-22

S65 Uniform Investment Adviser Law Examination

1999-04-28
S63 Uniform Securities Agent State Law Examination

1997-08-22

Designations

Other Names

Gretchen Kay Rosenholtz
Gretchen Kay Rosenholtz

View on SEC IAPD

Current Employers

Forvis Mazars Wealth Advisors, Llc

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews