Suzanne Holbert, financial advisor Springfield MO

Suzanne Holbert

CRD Number: 4527486
Current Firm: Forvis Wealth Advisors, LLC

Suzanne Holbert (CRD# 4527486) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Forvis Wealth Advisors LLC Hendersonville, NC Jun 2022 - Current 1
Hansen, Johnson & Associates Hendersonville, NC Dec 2000 - Current 23
Dixon Hughes Wealth Advisors LLC Asheville, NC Jun 2008 - May 2022 13

Suzanne Holbert has no recent exams reported.
Contact Info for Suzanne R. Holbert
Phone Number: 417.831.7283
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    7,888
    MILLIONS
  • 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

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

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