Unclaimed Profile

Steven Louis Toomey

FORVIS MAZARS WEALTH ADVISORS, LLC·SPRINGFIELD, Missouri

Series 7, Series 65Clean record23 years registeredFORVIS MAZARS WEALTH ADVISORS, LLC

910 EAST ST LOUIS ST, SPRINGFIELD, MO 65806CRD# 2516082Firm CRD# 110905

Profile Verification

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

Identity

Steven Louis Toomey · SPRINGFIELD, MO

Registration

CRD #2516082 · FORVIS MAZARS WEALTH ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FORVIS MAZARS WEALTH ADVISORS, LLC

FORVIS MAZARS WEALTH ADVISORS, LLC

Nov 2002 – Jan 2026

SPRINGFIELD, MO

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · November 21, 2002

Years registered · 23

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 Steven Louis Toomey offer?

Steven Louis Toomey specializes in Financial Planning, Investment Management.

What are Steven Louis Toomey's credentials?

Steven Louis Toomey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Louis Toomey located?

Steven Louis Toomey is based in SPRINGFIELD, Missouri, last registered with FORVIS MAZARS WEALTH ADVISORS, LLC.

How does Steven Louis Toomey charge for services?

Steven Louis Toomey'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 FORVIS MAZARS WEALTH ADVISORS, LLC?

FORVIS MAZARS 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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