Gretchen Cliburn, financial advisor Springfield MO

Gretchen Cliburn

CRD Number: 2885167
Current Firm: Forvis Wealth Advisors, LLC

Gretchen Cliburn (CRD# 2885167) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 26 years of experience in the finance industry. Gretchen Cliburn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Forvis Wealth Advisors, LLC Springfield, MO Jun 2022 - Current 1
Bkd Wealth Advisors, LLC Springfield, MO Mar 2008 - May 2022 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
S65 NASAA Investment Advisors Law Examination Apr 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gretchen K. Cliburn
Phone Number: 417.831.7283
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    7,888
    MILLIONS
  • Total Number of Accounts
    12,298
    ACCOUNTS
  • Average Account Value
    $641,415
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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