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
Justin Wheeler (CRD# 4771275) 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.
Paige Williams (CRD# 5950585) 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.
David Withrow (CRD# 4495566) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Kansas City, MO and has over 22 years of experience in the finance industry.
Mitchell Bertrand (CRD# 6942887) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Kansas City, MO and has over 3 years of experience in the finance industry.
Cody Blevins (CRD# 7258382) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has 1 year of experience in the finance industry.
John Davis (CRD# 6739837) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 5 years of experience in the finance industry.
Deanna Foley (CRD# 7797350) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has 1 year of experience in the finance industry.
Braiden Jolliff (CRD# 7428773) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has 1 year of experience in the finance industry.
Patrick Keefer (CRD# 7557851) 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.
Carlee Lynn (CRD# 6870620) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 4 years of experience in the finance industry.