Jeffrey Thomas Lenhart

Employer firm

Prosperity - An Eisneramper Company CRD 133777

$5.04B regulatory AUM 209 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• 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

• 12/2014 → 05/2022
  Bkd Wealth Advisors, Llc
  Kansas City, MO
• 06/2022 → 05/2024
  Forvis Wealth Advisors, Llc
  Charlotte, NC
• 06/2024 → 07/2026
  Forvis Mazars Wealth Advisors, Llc
  Charlotte, NC
• 07/2026 → Present
  Prosperity - An Eisneramper Company
  Springfield, MO

Previous Registrations

• 2014-12-04 → 2026-07-23
  Forvis Mazars Wealth Advisors, Llc
  Kansas City, MO
  Springfield, MO
  Joplin, MO
  Kansas City, MO
  Oakbrook Terrace, IL
  St. Louis, MO
  Branson, MO
  Chicago, IL
  Charlotte, NC
  Richmond, VA
  Norfolk, VA
  Raleigh, NC
  Winston-Salem, NC
  Springfield, MO
  Tysons, VA
  Greenville, NC
• 2012-01-09 → 2014-12-04
  Edward Jones
  Maryland Heights, MO
  St Charles, MO
  St Louis, MO
  Lawrence, KS
  St Louis, MO
  Lacey, WA
  St Charles, MO
  St Louis, MO
  Austin, TX
  Palatine, IL
  St Charles, MO
  St Louis, MO
  West Des Moines, IA
  St Charles, MO
  St Louis, MO
  Grand Rapids, MN
  St Louis, MO
  St Charles, MO
  St Louis, MO
  Lufkin, TX
  St Charles, MO
  St Louis, MO
  Macomb, IL

Exams

• S66 Uniform Combined State Law Examination
  2012-01-05

Designations

• Certified Financial Planner

Other Names

• Jeffrey T Lenhart