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).

By the Numbers
  • Total Assets Under Management
    7,888
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Forvis Wealth Advisors, LLC
Showing 1 - 10 of 71 top financial advisors.
1
Justin R. Baas
CRD#: 6026266
910 East St Louis St, Springfield, MO 65806

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. Justin Baas 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.

2
William C. Bridgeman
CRD#: 4796732
910 East St Louis St, Springfield, MO 65806

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.

3
Heather M. Broyles
CRD#: 4586921
1201 Walnut Street, Suite 1700, Kansas City, MO 64106

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. Heather Broyles 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.

4
Rhonda D. Christopher
CRD#: 5744049
910 East St Louis St, Springfield, MO 65806

Rhonda Christopher (CRD# 5744049) 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.

5
Gretchen K. Cliburn
CRD#: 2885167
910 East St Louis St, Springfield, MO 65806

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.

6
Nicole D. Conklin
CRD#: 5042249
910 East St Louis St, Springfield, MO 65806

Nicole Conklin (CRD# 5042249) 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.

7
Andrew L. Douglas
CRD#: 4073929
201 N. Illinois Street, Suite 700, Indianapolis, IN 46204

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.

8
Brian R. Eller
CRD#: 6510032
1901 S. Meyers Road, Suite 500, Oakbrook Terrace, IL 60181

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. Brian Eller 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.

9
Brandon S. Falbe
CRD#: 4811024
910 East St Louis St, Springfield, MO 65806

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. Brandon Falbe 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.

10
Audrey Fersten
CRD#: 4743523
2700 Post Oak Blvd, Suite 1500, Houston, TX 77056

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. Audrey Fersten 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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