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
Alexander Hunter (CRD# 6404961) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Kansas City, MO and has over 9 years of experience in the finance industry.
Stephanie Hurt (CRD# 5402774) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has 1 year of experience in the finance industry.
Ashley Israel (CRD# 6106742) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has 1 year of experience in the finance industry.
Katherine Jaskinia (CRD# 6917726) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in San Antonio, TX and has 1 year of experience in the finance industry.
David Koppenheffer (CRD# 6691264) 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.
Bobby Lamb (CRD# 3048563) 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.
Donald Larsen (CRD# 5343809) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Oakbrook Terrace, IL and has over 17 years of experience in the finance industry.
Jeffrey Layman (CRD# 1732941) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 36 years of experience in the finance industry.
Jeffrey Lenhart (CRD# 5484916) 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.
Travis Liles (CRD# 6426118) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 9 years of experience in the finance industry.