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
Ellen Lindh (CRD# 3024987) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 25 years of experience in the finance industry.
Brian Lowery (CRD# 5064008) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Saint Louis, MO and has over 18 years of experience in the finance industry.
Jason Lunsford (CRD# 4240896) 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.
Amy Manning (CRD# 5712295) 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.
Mary Mayabb (CRD# 1098369) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Kansas City, MO and has over 26 years of experience in the finance industry.
Christine Mies (CRD# 2251790) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Wichita, KS and has over 26 years of experience in the finance industry.
Shelby Newell (CRD# 6666626) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 7 years of experience in the finance industry.
Marva Riley (CRD# 6947988) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Oakbrook Terrace, IL and has over 5 years of experience in the finance industry.
Colby Robinson (CRD# 6295419) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has 1 year of experience in the finance industry.
William Sneed (CRD# 1377917) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 38 years of experience in the finance industry.