Andrew Leonard Douglas

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 05/2022
  Bkd Wealth Advisors, Llc
  Indianapolis, IN
• 06/2022 → 05/2024
  Forvis Wealth Advisors, Llc
  Indianapolis, IN
• 06/2024 → Present
  Forvis Mazars Wealth Advisors, Llc
  Indianapolis, IN

Other Businesses

Indiana National Guard Relief Fund Not investment related Indiana National Guard Relief Fund Tyndall Armory 711 North Pennsylvania Street Indianapolis, IN 46204 Foundation Treasurer/Secretary 2 hours per month, not during trading hours Serve as treasurer and on the investment committee.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-01-08

Designations

• Chartered Financial Analyst