David John Koppenheffer

Employer firm

Forvis Mazars Wealth Advisors, LLC CRD 110905

$12.0B regulatory AUM 113 advisory clients

Reported services (Item 5G)

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

• 05/2016 → 05/2022
  Dixon Hughes Goodman Wealth Advisors
  Greenville, SC
• 06/2022 → 05/2024
  Forvis Wealth Advisors Llc
  Greenville, SC
• 06/2024 → Present
  Forvis Mazars Wealth Advisors Llc
  Greenville, SC

Previous Registrations

• 2017-01-03 → 2022-08-24
  Dixon Hughes Goodman Wealth Advisors Llc
  Greenville, SC
• 2016-09-02 → 2016-12-31
  Dixon Hughes Goodman Wealth Advisors Llc
  Greenville, SC

Other Businesses

MICAH Program, Inc is a non-profit that provides financial assistance, lending and education assistance. Sits on advisory board where duties include marketing, investment oversight and sale of securities. Time spent is approx. 1 hour per week and is uncompensated. Relationship start date is 1.29.25.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-02

Designations

• Certified Financial Planner

Other Names

• David John Koppeheffer