Forvis Mazars Wealth Advisors, LLC

Entity
Company
Business address
910 E. St. Louis St., Ste. 200, 65806 Springfield, MO
Phone
417.866.5822
State of incorporation
MO
Fiscal year end
May 31
Former names
FORVIS Wealth Advisors, LLC (to 4/19/2024), BKD Wealth Advisors, LLC (to 5/10/2022)
Signature 13F
Nicole Conklin - Chief Compliance Officer
All SEC filings
View on sec.gov
Forvis Mazars Wealth Advisors, LLC has filed 92 SEC EDGAR filings since 5/23/2006

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 18, 2025 Jun 30, 2025 028-11934
13F-HR Open Document Open Filing Jul 29, 2025 Jun 30, 2025 028-11934
13F-HR Open Document Open Filing May 13, 2025 Mar 31, 2025 028-11934
13F-HR Open Document Open Filing Feb 4, 2025 Dec 31, 2024 028-11934
13F-HR Open Document Open Filing Nov 14, 2024 Sep 30, 2024 028-11934
N-PX Open Document Open Filing Aug 28, 2024 Jun 30, 2024 028-11934
13F-HR Open Document Open Filing Aug 9, 2024 Jun 30, 2024 028-11934
13F-HR Open Document Open Filing Apr 19, 2024 Mar 31, 2024 028-11934
13F-HR Open Document Open Filing Jan 11, 2024 Dec 31, 2023 028-11934
13F-HR Open Document Open Filing Oct 26, 2023 Sep 30, 2023 028-11934
13F-HR Open Document Open Filing Aug 8, 2023 Jun 30, 2023 028-11934
SC 13G/A Open Document Open Filing FORVIS WEALTH ADVISORS, LLC Apr 28, 2023
SC 13G/A Open Document Open Filing FORVIS WEALTH ADVISORS, LLC Apr 28, 2023
13F-HR Open Document Open Filing Apr 27, 2023 Mar 31, 2023 028-11934
SC 13G Open Document Open Filing FORVIS WEALTH ADVISORS, LLC Feb 13, 2023
13F-HR Open Document Open Filing Feb 3, 2023 Dec 31, 2022 028-11934
13F-HR Open Document Open Filing Oct 14, 2022 Sep 30, 2022 028-11934
13F-HR Open Document Open Filing Jul 22, 2022 Jun 30, 2022 028-11934
13F-HR Open Document Open Filing May 10, 2022 Mar 31, 2022 028-11934
13F-HR Open Document Open Filing Jan 14, 2022 Dec 31, 2021 028-11934
13F-HR Open Document Open Filing Oct 14, 2021 Sep 30, 2021 028-11934
13F-HR Open Document Open Filing Jul 14, 2021 Jun 30, 2021 028-11934
13F-HR Open Document Open Filing Apr 23, 2021 Mar 31, 2021 028-11934
13F-HR Open Document Open Filing Jan 22, 2021 Dec 31, 2020 028-11934
13F-HR Open Document Open Filing Nov 5, 2020 Sep 30, 2020 028-11934
13F-HR Open Document Open Filing Jul 15, 2020 Jun 30, 2020 028-11934
13F-HR Open Document Open Filing Apr 10, 2020 Mar 31, 2020 028-11934
13F-HR Open Document Open Filing Jan 13, 2020 Dec 31, 2019 028-11934
13F-HR Open Document Open Filing Oct 29, 2019 Sep 30, 2019 028-11934
13F-HR Open Document Open Filing Jul 10, 2019 Jun 30, 2019 028-11934
13F-HR Open Document Open Filing Apr 10, 2019 Mar 31, 2019 028-11934
13F-HR/A Open Document Open Filing Jan 28, 2019 Dec 31, 2018 028-11934
13F-HR Open Document Open Filing Jan 15, 2019 Dec 31, 2018 028-11934
13F-HR Open Document Open Filing Oct 9, 2018 Sep 30, 2018 028-11934
13F-HR Open Document Open Filing Jul 13, 2018 Jun 30, 2018 028-11934
13F-HR/A Open Document Open Filing May 25, 2018 Mar 31, 2018 028-11934
13F-HR Open Document Open Filing Apr 20, 2018 Mar 31, 2018 028-11934
13F-HR Open Document Open Filing Jan 18, 2018 Dec 31, 2017 028-11934
13F-HR Open Document Open Filing Oct 13, 2017 Sep 30, 2017 028-11934
13F-HR Open Document Open Filing Jul 10, 2017 Jun 30, 2017 028-11934
13F-HR Open Document Open Filing Apr 14, 2017 Mar 31, 2017 028-11934
13F-HR Open Document Open Filing Jan 6, 2017 Dec 31, 2016 028-11934
13F-HR Open Document Open Filing Oct 18, 2016 Sep 30, 2016 028-11934
13F-HR Open Document Open Filing Jul 12, 2016 Jun 30, 2016 028-11934
13F-HR Open Document Open Filing Apr 12, 2016 Mar 31, 2016 028-11934
13F-HR Open Document Open Filing Jan 26, 2016 Dec 31, 2015 028-11934
SC 13D/A Open Document Open Filing BKD WEALTH ADVISORS, LLC Jan 6, 2016
13F-HR/A Open Document Open Filing Nov 10, 2015 Sep 30, 2015 028-11934
13F-HR Open Document Open Filing Oct 13, 2015 Sep 30, 2015 028-11934
13F-HR Open Document Open Filing Jul 8, 2015 Jun 30, 2015 028-11934
13F-HR Open Document Open Filing Apr 16, 2015 Mar 31, 2015 028-11934
13F-HR/A Open Document Open Filing Feb 26, 2015 Jun 30, 2014 028-11934
13F-HR/A Open Document Open Filing Feb 26, 2015 Sep 30, 2014 028-11934
13F-HR/A Open Document Open Filing Feb 26, 2015 Dec 31, 2014 028-11934
13F-HR Open Document Open Filing Jan 15, 2015 Dec 31, 2014 028-11934
13F-HR Open Document Open Filing Oct 10, 2014 Sep 30, 2014 028-11934
13F-HR Open Document Open Filing Jul 11, 2014 Jun 30, 2014 028-11934
13F-HR Open Document Open Filing Apr 29, 2014 Mar 31, 2014 028-11934
13F-HR/A Open Document Open Filing Jan 16, 2014 Sep 30, 2013 028-11934
13F-HR/A Open Document Open Filing Jan 14, 2014 Dec 31, 2013 028-11934
13F-HR Open Document Open Filing Jan 13, 2014 Dec 31, 2013 028-11934