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FORVIS MAZARS WEALTH ADVISORS, LLC
FORVIS MAZARS WEALTH ADVISORS, LLC
SPRINGFIELD, Missouri
·
8 registered advisors
·
CRD# 110905
SEC# 801-56928
52
417.831.7283
01
Firm Overview
AUM
$8.9B
Regulatory assets under management
Employees
117
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at FORVIS MAZARS WEALTH ADVISORS, LLC
8 registered advisors
Amy Dawn Frizzell
SPRINGFIELD, Missouri
CRD# 4153891
Bobby Lee Lamb
SPRINGFIELD, Missouri
CRD# 3048563
Jack Everett Thurman
SPRINGFIELD, Missouri
CRD# 1468821
Jeffrey Allen Layman
SPRINGFIELD, Missouri
CRD# 1732941
Michael Wayne Burlew
SPRINGFIELD, Missouri
CRD# 5674372
Nicole Danielle Conklin
SPRINGFIELD, Missouri
CRD# 5042249
Steven Louis Toomey
SPRINGFIELD, Missouri
CRD# 2516082
William Thompson Sneed
SPRINGFIELD, Missouri
CRD# 1377917
05
Office Locations
SPRINGFIELD, Missouri
8 advisors
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Data sourced from SEC Form ADV filings. FORVIS MAZARS WEALTH ADVISORS, LLC (CRD# 110905) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.