Forvis Wealth Advisors, LLC
Forvis Wealth Advisors, LLC (CRD# 110905) is a financial advisory firm headquartered in Springfield, MO. They manage $7,888,121,845 in 12,298 accounts and serve the financial needs of clients across 41 states (or territories).
-
Total Assets Under Management7,888MILLION
-
Total Number of Accounts12,298ACCOUNTS
-
Average Account Value$641,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Justin Baas (CRD# 6026266) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 11 years of experience in the finance industry.
William Bridgeman (CRD# 4796732) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 19 years of experience in the finance industry.
Heather Broyles (CRD# 4586921) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Kansas City, MO and has 1 year of experience in the finance industry.
Rhonda Christopher (CRD# 5744049) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 14 years of experience in the finance industry.
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.
Nicole Conklin (CRD# 5042249) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 13 years of experience in the finance industry.
Andrew Douglas (CRD# 4073929) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Indianapolis, IN and has over 24 years of experience in the finance industry.
Brian Eller (CRD# 6510032) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Oakbrook Terrace, IL and has over 6 years of experience in the finance industry.
Brandon Falbe (CRD# 4811024) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 19 years of experience in the finance industry.
Audrey Fersten (CRD# 4743523) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Houston, TX and has over 21 years of experience in the finance industry.