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Patrick John Keefer

Forvis Mazars Wealth Advisors, LLC

West Des Moines, IA

Kansas City, MO

Springfield, MO

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Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-01-21
TX RA APPROVED 2024-01-12
MO RA APPROVED 2022-06-07
  • IA RA
    APPROVED
    Since 2026-01-21
  • TX RA
    APPROVED
    Since 2024-01-12
  • MO RA
    APPROVED
    Since 2022-06-07

Branch Locations

1401 50Th Street Suite 350, West Des Moines, IA 50266 • United States

1201 Walnut Street Suite 1700, Kansas City, MO 64106 • United States

910 East St Louis St, Springfield, MO 65806 • 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
Stodden Lawn And Landscape Kansas City MO 05/2015 05/2018
Artisan Home Design Kc Kansas City MO 05/2018 05/2021
Rubinbrown Llc. Kansas City MO 01/2019 04/2019
Rubinbrown Llc. Kansas City MO 01/2020 04/2020
Bkd Wealth Advisors Kansas City MO 08/2021 05/2022
Forvis Wealth Advisors, Llc Kansas City MO 06/2022 05/2024
Forvis Mazars Wealth Advisors Llc Kansas City MO 06/2024 Present
  • 05/2015 → 05/2018
    Stodden Lawn And Landscape
    Kansas City, MO
  • 05/2018 → 05/2021
    Artisan Home Design Kc
    Kansas City, MO
  • 01/2019 → 04/2019
    Rubinbrown Llc.
    Kansas City, MO
  • 01/2020 → 04/2020
    Rubinbrown Llc.
    Kansas City, MO
  • 08/2021 → 05/2022
    Bkd Wealth Advisors
    Kansas City, MO
  • 06/2022 → 05/2024
    Forvis Wealth Advisors, Llc
    Kansas City, MO
  • 06/2024 → Present
    Forvis Mazars Wealth Advisors Llc
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-07
  • S65 Uniform Investment Adviser Law Examination
    2022-06-07
Designations

View on SEC IAPD

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Other Investors

DANIEL ALEXANDER ALLEN
JENNIE JEAN HENRY
PATRICK JOSEPH BYRNE
EDDIE RAY COLEMAN
JAMES LAWRENCE LUMLEY
CONOR J BOFFELI
Signe Olson
ANDREW JAY HIMELSON

Other Offices

PRINCIPAL SECURITIES, INC. · West Des Moines, IA
COMMONWEALTH FINANCIAL NETWORK · West Des Moines, IA
PRINCIPAL SECURITIES, INC. · WEST DES MOINES, IA
FOSTER GROUP, INC. · WEST DES MOINES, IA
KSA PARTNERS, LLC · WEST DES MOINES, IA
LPL FINANCIAL LLC · WEST DES MOINES, IA
ARETE WEALTH ADVISORS, LLC · WEST DES MOINES, IA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WEST DES MOINES, IA

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