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Shari Lynn Hoffman

Forvis Mazars Wealth Advisors, LLC

Springfield, MO

Springfield, MO

CRD 4582773

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Employer firm

Forvis Mazars Wealth Advisors, LLC CRD 110905

$12.0B regulatory AUM 113 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2003-01-28
MO RA APPROVED 2002-08-30
  • TX RA
    APPROVED_RES
    Since 2003-01-28
  • MO RA
    APPROVED
    Since 2002-08-30

Branch Locations

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

910 E. St. Louis Street, Suite 200, Springfield, MO 65801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bkd Wealth Advisors, Llc Springfield MO 06/2002 05/2022
Forvis Wealth Advisors, Llc Springfield MO 06/2022 05/2024
Forvis Mazars Wealth Advisors, Llc Springfield MO 06/2024 Present
  • 06/2002 → 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-10-05
  • S65 Uniform Investment Adviser Law Examination
    2000-10-05
Other Names
  • Shari Lynn Bandy

View on SEC IAPD

Nearby Firms

DB ADVISORS
FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC
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Nearby Investors

TERRY LYNN BLAIR
CHRISTOPHER MICHAEL LEWIS
DOUGLAS RAY BAGWELL

Nearby Offices

DB ADVISORS · SPRINGFIELD, MO
FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC · SPRINGFIELD, MO
J.P. MORGAN SECURITIES LLC · Springfield, MO

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