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
Jessie Martens (CRD# 7435216) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has 1 year of experience in the finance industry.
Connor McClew (CRD# 7341784) 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.
Peter Murray (CRD# 7326040) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Oakbrook Terrace, IL and has 1 year of experience in the finance industry.
Jarrett Paoni (CRD# 7757880) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has 1 year of experience in the finance industry.
Robert Paredes (CRD# 7143169) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Kansas City, MO and has over 4 years of experience in the finance industry.
Steven Phillips (CRD# 7366946) 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 Schaefer (CRD# 7852564) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Richard Spaulding (CRD# 7624473) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has 1 year of experience in the finance industry.
Kaytlan Uhlman (CRD# 7265205) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 3 years of experience in the finance industry.
Amy Wren (CRD# 4269859) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 22 years of experience in the finance industry.