Donald
Larsen
Forvis Wealth Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Donald Larsen is a certified financial planner based out of Villa Park, Illinois, with a total of 16 years of relevant experience. Larsen is on the advisory team at Forvis Wealth Advisors, LLC. During their career, Larsen has held roles at Bkd Wealth Advisors, LLC and Forvis Wealth Advisors, LLC. Larsen has a Series 65 license, designating them as an investment advisor representative, and is registered to work in Illinois, Missouri and Wisconsin. Forvis Wealth Advisors, LLC is a financial advisory company that has its headquarters in Springfield, MO. The investment advisory business has offices in 54 locations and a total of 120 people on staff. It oversees $7 billion in assets among its 11,893 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 37 charities and foundations. Of its 11,893 customer accounts, 41% are held by high-net-worth clients who have at least $1 million in assets. The firm has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fees charged by Forvis Wealth Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Forvis Wealth Advisors, LLC Brokerage Details
$7,399,111,171
120
11,893
$622,140
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
Donald has been registered as a financial advisor for 16 years.*
Forvis Wealth Advisors, LLC
Bkd Wealth Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 Wealth Advisors, LLC
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Indianapolis, IN
Springfield, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
