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Brandon Scott Falbe

Forvis Mazars Wealth Advisors, LLC

Orlando, FL

Springfield, MO

Jacksonville, FL

Tampa, FL

Indianapolis, IN

CRD 4811024

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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
FL RA APP_PEND_IARCE 2026-01-01
IN RA APPROVED 2012-11-07
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • IN RA
    APPROVED
    Since 2012-11-07

Branch Locations

255 South Orange Avenue #600, Orlando, FL 32801 • United States

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

245 Riverside Ave Suite 410, Jacksonville, FL 32202 • United States

400 North Ashley Drive Suite 2540, Tampa, FL 33602 • United States

820 Massachusetts Ave. Suite 1370, Indianapolis, IN 46204 • 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 Mazars Wealth Advisors, Llc Indianapolis IN 06/2026 Present
Bkd Wealth Advisors Indianapolis IN 10/2012 05/2022
Forvis Wealth Advisors, Llc Indianapolis IN 06/2022 05/2024
Forvis Mazars Wealth Advisors, Llc Indianapolis IN 06/2024 05/2026
Previous Registrations
  • 2009-06-03 → 2012-05-15
    J.P. Morgan Securities Llc
    Indianapolis, IN
  • 2006-01-27 → 2009-05-12
    Chase Investment Services Corp.
    Plainfield, IN
    Avon, IN
    Plainfield, IN
  • 2004-08-02 → 2006-01-18
    Morgan Stanley Dw Inc.
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-30
  • S66 Uniform Combined State Law Examination
    2004-07-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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