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CRD 5553731
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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-09 |
| VA | RA | APPROVED | 2025-01-09 |
| CO | RA | APPROVED | 2024-01-03 |
| IL | RA | APPROVED | 2024-01-03 |
| MO | RA | APPROVED | 2024-01-03 |
| TX | RA | APPROVED | 2024-01-03 |
Branch Locations
910 E. St. Louis Street, Springfield, MO 65806 • United States
910 East St Louis St, Springfield, MO 65806 • United States
1901 S. Meyers Road Suite 500, Oakbrook Terrace, IL 60181 • United States
1801 California Street Suite 2900, Denver, CO 80202 • United States
440 Monticello Ave Suite 2050, Norfolk, VA 23510 • United States
1003 Red Banks Road, Greenville, NC 27858 • United States
1410 Spring Hill Road Suite 500, Tysons, VA 22102 • United States
901 East Cary Street Suite 1000, Richmond, VA 23219 • United States
4350 Congress Street Suite 900, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bkd Wealth Advisors, Llc | Springfield | MO | 06/2008 | 05/2022 |
| Forvis Wealth Advisors, Llc | Charlotte | NC | 06/2022 | 05/2024 |
| Forvis Mazars Wealth Advisors, Llc | Charlotte | NC | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-27 |
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