Best Investors
Account
Sign in
Best Investors
Account
Sign in
Forvis Mazars Wealth Advisors, LLC CRD 110905
$12.0B regulatory AUM 113 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-11-02 |
| MO | RA | APPROVED | 2007-08-08 |
Branch Locations
910 East St Louis St, Springfield, MO 65806 • United States
8200 W. Interstate 10 Suite 900, San Antonio, TX 78230 • United States
807 Las Cimas Parkway Suite 310, Austin, TX 78746 • United States
3129 Hammons Boulevard P.O. Box 1824, Joplin, MO 64804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bkd Wealth Advisors, Llc | Springfield | MO | 06/2007 | 05/2022 |
| Forvis Mazars Wealth Advisors, Llc | Springfield | MO | 06/2026 | Present |
| Forvis Wealth Advisors, Llc | Springfield | MO | 06/2022 | 05/2024 |
| Forvis Mazars Wealth Advisors, Llc | Springfield | MO | 06/2024 | 05/2026 |
Reach out to this advisor