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Justin David Wheeler

Forvis Mazars Wealth Advisors, LLC

Springfield, MO

Kansas City, MO

Colorado Springs, CO

Denver, CO

Salt Lake City, UT

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Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-01-03
MO RA APPROVED 2024-01-03
UT RA APPROVED 2024-01-03
  • CO RA
    APPROVED
    Since 2024-01-03
  • MO RA
    APPROVED
    Since 2024-01-03
  • UT RA
    APPROVED
    Since 2024-01-03

Branch Locations

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

1201 Walnut Street Suite 1700, Kansas City, MO 64106 • United States

111 S. Tejon Street Suite 800, Colorado Springs, CO 80903 • United States

1801 California Street Suite 2900, Denver, CO 80202 • United States

250 E. 200 S. Suite 1200, Salt Lake City, UT 84111 • 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
Forvis Wealth Advisors, Llc Denver CO 06/2022 05/2024
Bkd Wealth Advisors, Llc Kansas City MO 05/2014 05/2022
Forvis Mazars Wealth Advisors, Llc Denver CO 06/2024 Present
  • 06/2022 → 05/2024
    Forvis Wealth Advisors, Llc
    Denver, CO
  • 05/2014 → 05/2022
    Bkd Wealth Advisors, Llc
    Kansas City, MO
  • 06/2024 → Present
    Forvis Mazars Wealth Advisors, Llc
    Denver, CO
Previous Registrations
  • 2012-01-28 → 2014-05-29
    Strategic Advisers Llc
    Overland Park, KS
  • 2008-03-13 → 2011-12-14
    American Century Advisory Services, Inc.
    Kansas City, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-12
S63 Uniform Securities Agent State Law Examination 2004-08-18
  • S66 Uniform Combined State Law Examination
    2008-03-12
  • S63 Uniform Securities Agent State Law Examination
    2004-08-18
Designations

View on SEC IAPD

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