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Carlee Rose Lynn

Forvis Mazars Wealth Advisors, LLC

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
TX RA APPROVED 2023-01-09
MO RA APPROVED 2021-07-09
  • TX RA
    APPROVED
    Since 2023-01-09
  • MO RA
    APPROVED
    Since 2021-07-09

Branch Locations

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
Northwestern Mutual Life Insurance Company Milwaukee WI 11/2017 03/2018
American National Springfield MO 04/2018 09/2018
Student Ellington MO 08/2008 12/2019
Northwestern Mutual Investment Services Llc Springfield MO 06/2019 12/2019
Andrew Butzlaff Springfield MO 10/2018 12/2019
Andrew Scott Springfield MO 10/2018 05/2019
Andrew Scott Springfield MO 06/2019 12/2019
Bkd Wealth Advisors Springfield MO 01/2020 05/2022
Forvis Wealth Advisors, Llc Springfield MO 06/2022 05/2024
Forvis Mazars Wealth Advisors Llc Springfield MO 06/2024 Present
  • 11/2017 → 03/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 04/2018 → 09/2018
    American National
    Springfield, MO
  • 08/2008 → 12/2019
    Student
    Ellington, MO
  • 06/2019 → 12/2019
    Northwestern Mutual Investment Services Llc
    Springfield, MO
  • 10/2018 → 12/2019
    Andrew Butzlaff
    Springfield, MO
  • 10/2018 → 05/2019
    Andrew Scott
    Springfield, MO
  • 06/2019 → 12/2019
    Andrew Scott
    Springfield, MO
  • 01/2020 → 05/2022
    Bkd Wealth Advisors
    Springfield, MO
  • 06/2022 → 05/2024
    Forvis Wealth Advisors, Llc
    Springfield, MO
  • 06/2024 → Present
    Forvis Mazars Wealth Advisors Llc
    Springfield, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-10-10
  • S63 Uniform Securities Agent State Law Examination
    2019-10-10
Designations
Other Names
  • Carlee Albert
  • Carlee Albert
  • Carlee Rose Lynn
  • Carlee Rose Albert

View on SEC IAPD

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Other Investors

TERRY LYNN BLAIR
CHRISTOPHER MICHAEL LEWIS
DOUGLAS RAY BAGWELL
WILLIAM TED BRYAN
BRENT MERLE WEISENBORN
Michael R Wilcox
Byron Blaine
AARON PAUL GARRETT

Other Offices

DB ADVISORS · SPRINGFIELD, MO
FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC · SPRINGFIELD, MO
J.P. MORGAN SECURITIES LLC · Springfield, MO
LPL FINANCIAL LLC · SPRINGFIELD, MO
CETERA INVESTMENT ADVISERS LLC · SPRINGFIELD, MO
SANCTUARY ADVISORS, LLC · SPRINGFIELD, MO
SANCTUARY ADVISORS, LLC · Springfield, MO
SANCTUARY ADVISORS, LLC · SPRINGFIELD, MO

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