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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-02 |
| MO | RA | APPROVED | 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
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.
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-22 |
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