Donald
Larsen
Forvis Mazars Wealth Advisors, LLC
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About this Advisor
Donald Larsen is a financial advisor based in Villa Park, Illinois, working with Forvis Mazars Wealth Advisors, LLC. Donald has previously held positions at Bkd Wealth Advisors, LLC and Forvis Wealth Advisors, LLC. Donald has passed the Series 65 regulatory exam and is registered to provide services in Illinois, Missouri, and Wisconsin. Currently, Donald is part of Forvis Mazars Wealth Advisors, LLC, which operates out of Villa Park, Illinois. The firm has 52 offices and 120 employees. The firm manages assets totaling $7.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Forvis Mazars Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
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Forvis Mazars Wealth Advisors, LLC Brokerage Details
$7,888,121,845
120
12,298
$641,415
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Donald Larsen Work History
Forvis Wealth Advisors, LLC
Bkd Wealth Advisors, LLC
Disclosures
Please visit the SEC profile of Donald Larsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Forvis Mazars Wealth Advisors, LLC
Springfield, MO
Kansas City, MO
Indianapolis, IN
Springfield, MO
Springfield, MO
Springfield, MO
Indianapolis, IN
Omaha, NE
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