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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 2025-01-09
MO RA APPROVED 2024-04-30
  • TX RA
    APPROVED
    Since 2025-01-09
  • MO RA
    APPROVED
    Since 2024-04-30

Branch Locations

910 East St. Louis St, Springfield, MO 65806 • 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
Pension Consultants, Inc. Springfield MO 11/2023 01/2024
Pension Consultants, Inc. Springfield MO 04/2021 10/2023
Wilary Winn Llc Oakdale MN 06/2020 04/2021
Missouri Trust & Investment Company Springfield MO 05/2019 08/2019
University Of Missouri - Columbia Columbia MO 08/2017 05/2020
Shaffer & Associates Columbia MO 08/2018 05/2019
Ewing Marion Kauffman School Kansas City MO 09/2016 05/2017
University Of Missouri - Kansas City Kansas City MO 08/2016 05/2017
Forvis Wealth Advisors Llc Springfield MO 04/2024 05/2024
Forvis Mazars Wealth Advisors Llc Springfield MO 06/2024 Present
  • 11/2023 → 01/2024
    Springfield, MO
  • 04/2021 → 10/2023
    Springfield, MO
  • 06/2020 → 04/2021
    Wilary Winn Llc
    Oakdale, MN
  • 05/2019 → 08/2019
    Missouri Trust & Investment Company
    Springfield, MO
  • 08/2017 → 05/2020
    University Of Missouri - Columbia
    Columbia, MO
  • 08/2018 → 05/2019
    Shaffer & Associates
    Columbia, MO
  • 09/2016 → 05/2017
    Ewing Marion Kauffman School
    Kansas City, MO
  • 08/2016 → 05/2017
    University Of Missouri - Kansas City
    Kansas City, MO
  • 04/2024 → 05/2024
    Forvis Wealth Advisors Llc
    Springfield, MO
  • 06/2024 → Present
    Springfield, MO
Previous Registrations
Designations

View on SEC IAPD

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