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Sydney Erin Koopmann

Forvis Mazars Wealth Advisors, LLC

Springfield, MO

Springfield, MO

CRD 7944890

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Employer firm

Forvis Mazars Wealth Advisors, LLC CRD 110905

$12.0B regulatory AUM 113 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-06-28
  • MO RA
    APPROVED
    Since 2024-06-28

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
Chick-Fil-A O'FAllon MO 05/2016 03/2018
Central Bank Of The Ozarks Springfield MO 09/2019 08/2021
Missouri State University Springfield MO 08/2021 05/2022
Forvis Wealth Advisors Llc Springfield MO 06/2022 05/2024
Forvis Mazars Wealth Advisors Llc Springfield MO 06/2024 Present
Missouri State University Springfield MO 08/2018 06/2022
Unemployed Springfield MO 04/2018 08/2018
  • 05/2016 → 03/2018
    Chick-Fil-A
    O'FAllon, MO
  • 09/2019 → 08/2021
    Central Bank Of The Ozarks
    Springfield, MO
  • 08/2021 → 05/2022
    Missouri State University
    Springfield, MO
  • 06/2022 → 05/2024
    Forvis Wealth Advisors Llc
    Springfield, MO
  • 06/2024 → Present
    Forvis Mazars Wealth Advisors Llc
    Springfield, MO
  • 08/2018 → 06/2022
    Missouri State University
    Springfield, MO
  • 04/2018 → 08/2018
    Unemployed
    Springfield, MO
Designations
  • Certified Financial Planner
Other Names
  • Sydney Erin Hofstetter

View on SEC IAPD

Nearby Firms

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Nearby Investors

TERRY LYNN BLAIR
CHRISTOPHER MICHAEL LEWIS
DOUGLAS RAY BAGWELL

Nearby Offices

DB ADVISORS · SPRINGFIELD, MO
FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC · SPRINGFIELD, MO
J.P. MORGAN SECURITIES LLC · Springfield, MO

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