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
Zachary Swartz (CRD# 5553731) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 15 years of experience in the finance industry.
Laura Taylor (CRD# 5252856) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Little Rock, AR and has over 17 years of experience in the finance industry.
Clayton Thornton (CRD# 1877952) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 35 years of experience in the finance industry.
Michelle Titus (CRD# 6319270) 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.
Steven Toomey (CRD# 2516082) 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.
Dorsey Tyndall (CRD# 2900880) 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.
Adrian Vassallo (CRD# 6860574) 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.
Bronson Verhines (CRD# 6564646) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Indianapolis, IN and has over 8 years of experience in the finance industry.
Matthew Wahl (CRD# 4152890) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Little Rock, AR and has over 23 years of experience in the finance industry.
Carson Wannamaker (CRD# 4506116) 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.