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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2022-01-03 |
| IL | RA | APPROVED | 2018-07-23 |
Branch Locations
1901 S. Meyers Rd Suite 500, Oakbrook Terrace, IL 60181 • United States
910 East St Louis St, Springfield, MO 65806 • United States
130 E. Randolph Street Suite 1900, Chicago, IL 60601 • United States
8517 Excelsior Drive Suite 301, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bkd Wealth Advisors, Llc | Oakbrook Terrace | IL | 12/2015 | 05/2022 |
| Forvis Wealth Advisors, Llc | Oakbrook Terrace | IL | 06/2022 | 05/2024 |
| Forvis Mazars Wealth Advisors, Llc | Oakbrook Terrace | IL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-23 |
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