FORVIS MAZARS WEALTH ADVISORS, LLC

FORVIS MAZARS WEALTH ADVISORS, LLC of SPRINGFIELD, MO is an SEC-registered investment adviser (CRD 110905). Regulatory assets under management: $9.8B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations.

Officers, owners & control persons (30)

Showing 25 of 30 people.

NameRoleLocation
Nicole Danielle ConklinCHIEF COMPLIANCE OFFICER
Jeffrey Allen LaymanCHIEF INVESTMENT OFFICER
William Thompson SneedEXECUTIVE VICE PRESIDENT
Holly Maria PantzerMANAGING PARTNER
Steven Louis ToomeyMANAGING PARTNER
BRAMER BENJAMIN EDWARDCHIEF COMPLIANCE OFFICER
THURMAN JACK EVERETTCHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT, INVESTMENT COMMITTEE (+2 more)
KIRKMAN WILLIAM EUGENECHIEF OPERATING OFFICER; MANAGEMENT COMMITTEE; PARTNER IN CHARGE
JOHNSON JONES NANCYCHIEF COMPLIANCE OFFICER
BURLEW MICHAEL WAYNEREGIONAL MANAGING PARTNER
LAURSEN KATHY BERRYVICE PRESIDENT; VICE PRESIDENT, MANAGEMENT COMMITTEE
STARR WAYNE ALLENVICE PRESIDENT
LOVELESS MICHAEL WAYNEVICE PRESIDENT; VICE PRESIDENT INVESTMENT COMMITTEE
LAYMAN JEFFREY ALLENCHIEF INVESTMENT OFFICER; DIRECTOR OF INVESTMENT SERVICES; INVESTMENT COMMITTEE
MCGINTY SUSAN JOANINVESTMENT COMMITTEE
LINCICOME JAMES DANINVESTMENT COMMITTEE
GUTMAN RICK BERNARDINVESTMENT COMMITTEE
DANIELSON ROSEMARY OTHELIAVICE PRESIDENT
FINGLAND WILLIAM ELMERMANAGEMENT COMMITTEE
GASTON DOUGLAS MAXMANAGEMENT COMMITTEE
NEILL JERRY ROSSVICE PRESIDENT
WORTMAN GARY LYNNVICE PRESIDENT
ACTON PATRICIA LOUISEDIRECTOR OF COMPLIANCE
MAFTIEU PETER MICHAELDIRECTOR OF OPERATIONS
CHAPMAN NICOLE DANIELLECHIEF COMPLIANCE OFFICER

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