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Donald Frederick Larsen

Forvis Mazars Wealth Advisors, LLC

Oakbrook Terrace, IL

Springfield, MO

Madison, WI

Chicago, IL

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Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2019-01-03
IL RA APPROVED 2015-01-13
  • WI RA
    APPROVED
    Since 2019-01-03
  • IL RA
    APPROVED
    Since 2015-01-13

Branch Locations

1901 S Meyers Road, Suite 500, Oakbrook Terrace, IL 60181 • United States

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

8517 Excelsior Drive Suite 301, Madison, WI 53717 • United States

130 E. Randolph Street Suite 1900, Chicago, IL 60601 • 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 02/2006 05/2022
Forvis Wealth Advisors, Llc Chicago IL 06/2022 05/2024
Forvis Mazars Wealth Advisors Llc Chicago IL 06/2024 Present
  • 02/2006 → 05/2022
    Bkd Wealth Advisors, Llc
    Kansas City, MO
  • 06/2022 → 05/2024
    Forvis Wealth Advisors, Llc
    Chicago, IL
  • 06/2024 → Present
    Forvis Mazars Wealth Advisors Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-17
  • S65 Uniform Investment Adviser Law Examination
    2006-11-17
Designations
Other Names
  • Don Larsen
  • Donald F Larsen

View on SEC IAPD

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