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Heather Michelle Broyles

Forvis Mazars Wealth Advisors, LLC

Kansas City, MO

Springfield, MO

Omaha, NE

Lincoln, NE

CRD 4586921

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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
MO RA APPROVED 2024-01-03
NE RA APPROVED 2024-01-03
TX RA APPROVED 2024-01-03
  • MO RA
    APPROVED
    Since 2024-01-03
  • NE RA
    APPROVED
    Since 2024-01-03
  • TX RA
    APPROVED
    Since 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

1120 S. 101St Street Suite 410, Omaha, NE 68124 • United States

1248 O Street Suite 1040, Lincoln, NE 68508 • 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 Kansas City MO 07/1998 05/2022
Forvis Wealth Advisors, Llc Kansas City MO 06/2022 05/2024
Forvis Mazars Wealth Advisors, Llc Kansas City MO 06/2024 Present
  • 07/1998 → 05/2022
    Bkd Wealth Advisors, Llc
    Kansas City, MO
  • 06/2022 → 05/2024
    Forvis Wealth Advisors, Llc
    Kansas City, MO
  • 06/2024 → Present
    Forvis Mazars Wealth Advisors, Llc
    Kansas City, MO
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO

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