Unclaimed Profile

Amy Dawn Frizzell

BKD WEALTH ADVISORS, LLC·SPRINGFIELD, Missouri

Series 7, Series 63, Series 65Clean record17 years registeredBKD WEALTH ADVISORS, LLC

910 EAST ST LOUIS ST, SPRINGFIELD, MO 65806CRD# 4153891Firm CRD# 110905

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Dawn Frizzell · SPRINGFIELD, MO

Registration

CRD #4153891 · BKD WEALTH ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

FORVIS MAZARS WEALTH ADVISORS, LLC

Jan 2024 – present

FORVIS WEALTH ADVISORS, LLC

Sep 2008 – Dec 2023

Iselin, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 5, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORVIS MAZARS WEALTH ADVISORS, LLC

CRD 110905 · SEC 801-56928

AUM

$8.9B

Regulatory assets under management

Employees

117

12,871 client accounts

Services offered by FORVIS MAZARS WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FORVIS MAZARS WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Amy Dawn Frizzell offer?

Amy Dawn Frizzell specializes in Financial Planning, Investment Management. Contact their office in SPRINGFIELD, Missouri for a consultation.

What are Amy Dawn Frizzell's credentials?

Amy Dawn Frizzell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Dawn Frizzell located?

Amy Dawn Frizzell is based in SPRINGFIELD, Missouri, working with BKD WEALTH ADVISORS, LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.

How does Amy Dawn Frizzell charge for services?

Amy Dawn Frizzell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BKD WEALTH ADVISORS, LLC?

BKD WEALTH ADVISORS, LLC has approximately 117 employees and manages $8.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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