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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2024-07-29 |
Branch Locations
3129 Hammons Blvd, Joplin, MO 64804 • United States
800 State Highway 248, Branson, MO 65616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forvis Wealth Advisors Llc | Springfield | MO | 04/2024 | 05/2024 |
| Forvis Wealth Advisors Llc | Springfield | MO | 06/2022 | 04/2024 |
| Bkd Wealth Advisors Llc | Springfield | MO | 11/2021 | 05/2022 |
| Mid-Missouri Bank | Springfield | MO | 04/2021 | 11/2021 |
| Mid-Missouri Bank | Springfield | MO | 04/2020 | 04/2021 |
| Alamo Drafthouse Cinema | Springfield | MO | 02/2019 | 03/2020 |
| Tropical Smoothie Cafe | Springfield | MO | 08/2017 | 02/2019 |
| Firehouse Subs | Springfield | MO | 11/2016 | 08/2017 |
| Nixa High School | Nixa | MO | 04/2014 | 11/2016 |
| Forvis Mazars Wealth Advisors Llc | Springfield | MO | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-27 |
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