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).
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Total Assets Under Management7,888MILLION
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Total Number of Accounts12,298ACCOUNTS
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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
John Fleming (CRD# 6592334) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 6 years of experience in the finance industry.
Amy Frizzell (CRD# 4153891) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 21 years of experience in the finance industry.
Jeffrey Gann (CRD# 4640004) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 21 years of experience in the finance industry.
Tara Grogan (CRD# 7055311) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Little Rock, AR and has over 5 years of experience in the finance industry.
Rick Gutman (CRD# 1018107) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Kansas City, MO and has over 41 years of experience in the finance industry.
Marie Hadwin (CRD# 5793209) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 12 years of experience in the finance industry.
Dollie Halford (CRD# 4827740) 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.
Shari Hoffman (CRD# 4582773) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 23 years of experience in the finance industry.
Suzanne Holbert (CRD# 4527486) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has 1 year of experience in the finance industry.
Leia Huffman (CRD# 6163305) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 10 years of experience in the finance industry.