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Mitchell John Bertrand

Forvis Mazars Wealth Advisors, LLC

Colorado Springs, CO

Salt Lake City, UT

Springfield, MO

Denver, CO

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Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-01-21
CO RA APPROVED 2025-03-04
  • UT RA
    APPROVED
    Since 2026-01-21
  • CO RA
    APPROVED
    Since 2025-03-04

Branch Locations

111 S. Tejon Street Suite 800, Colorado Springs, CO 80903 • United States

250 E. 200 S. Suite 1200, Salt Lake City, UT 84111 • United States

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

1801 California Street Suite 2900, Denver, CO 80202 • 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
Bkd Wealth Advisors Kansas City MO 06/2019 05/2022
University Of Missouri Columbia Columbia MO 08/2015 05/2019
Edward Jones Columbia MO 08/2018 05/2019
Edward Jones Bloomington IL 06/2018 08/2018
University Of Missouri Columbia Columbia MO 01/2018 05/2018
Aflac Chesterfield MO 05/2017 09/2017
Forvis Wealth Advisors, Llc Denver CO 06/2022 Present
  • 06/2019 → 05/2022
    Bkd Wealth Advisors
    Kansas City, MO
  • 08/2015 → 05/2019
    University Of Missouri Columbia
    Columbia, MO
  • 08/2018 → 05/2019
    Edward Jones
    Columbia, MO
  • 06/2018 → 08/2018
    Edward Jones
    Bloomington, IL
  • 01/2018 → 05/2018
    University Of Missouri Columbia
    Columbia, MO
  • 05/2017 → 09/2017
    Aflac
    Chesterfield, MO
  • 06/2022 → Present
    Forvis Wealth Advisors, Llc
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-23
  • S65 Uniform Investment Adviser Law Examination
    2021-04-23
Designations

View on SEC IAPD

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