Andrew
Douglas

Forvis Wealth Advisors, LLC

CRD#4073929
Investment Advisor
in Indianapolis, IN

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About this Advisor

Andrew Douglas is a chartered financial analyst operating out of Indianapolis, Indiana with a total of 8 years of industry experience. Douglas is an advisor for Forvis Wealth Advisors, LLC. Their career trajectory has included roles at Bkd Wealth Advisors, LLC, Heartland Financial Usa, Inc and Forvis Wealth Advisors, LLC. Douglas maintains a Series 63 license, qualifying them as a securities agent, and is able to work in Indiana and Texas. Forvis Wealth Advisors, LLC is a financial advisory company operating out of Springfield, MO. The company has offices in 54 locations and a total of 120 people on staff. It has $7 billion in assets among its 11,893 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 37 charities and foundations. Of its 11,893 customer accounts, 41% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Forvis Wealth Advisors, LLC provides a broad assortment 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. Financial management fees usually are based on the financial services provided. Fee types billed by Forvis Wealth Advisors, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

201 N. Illinois Street Suite 700
Indianapolis, IN 46204

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Forvis Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$7,399,111,171

IN Average: $11,469,110,461
Total Number of Employees

120

IN Average: 458
Total Number of Accounts

11,893

IN Average: 33,415
Average Account Size

$622,140

IN Average: $343,232

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

Andrew Douglas Work History

Andrew has been registered as a financial advisor for 8 years.*

2022 - Present (2 years)

Forvis Wealth Advisors, LLC

2015 - 2022 (7 years)

Bkd Wealth Advisors, LLC

2005 - 2015 (10 years)

Heartland Financial Usa, Inc

*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 Andrew Douglas 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

Kim Surrett
Springfield, MO
Colby Robinson
Springfield, MO
Cody Blevins
Springfield, MO
Leia Huffman
Springfield, MO
Richard Spaulding
Springfield, MO
Jonathan Buckley
Indianapolis, IN
David Koppenheffer
Springfield, MO
Brandon Falbe
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.

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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.

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