Bronson
Verhines

Forvis Mazars Wealth Advisors, LLC

CRD#6564646
Investment Advisor
in Indianapolis, IN

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About this Advisor

Bronson Verhines is a financial advisor based in Indianapolis, Indiana, working with Forvis Mazars Wealth Advisors, LLC. Bronson has previously held positions at the University Of Utah, Bkd Wealth Advisors, and Forvis Wealth Advisors, LLC. Bronson has passed the Series 65 regulatory exam and is registered to provide services in Indiana and Texas. Currently, Bronson is part of Forvis Mazars Wealth Advisors, LLC, which operates out of Indianapolis, Indiana. 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.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

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 Mazars Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$7,888,121,845

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

120

IN Average: 458
Total Number of Accounts

12,298

IN Average: 33,415
Average Account Size

$641,415

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

Bronson Verhines Work History

2022 - Present (3 years)

Forvis Wealth Advisors, LLC

2015 - 2022 (7 years)

Bkd Wealth Advisors

2014 - 2015 (1 year)

University Of Utah

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Disclosures

Please visit the SEC profile of Bronson Verhines 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

Colby Robinson
Springfield, MO
Deanna Foley
Springfield, MO
Braiden Jolliff
Springfield, MO
Natalie Hyde
Omaha, NE
Justin Wheeler
Springfield, MO
Alexander Hunter
Kansas City, MO
John Fleming
Springfield, MO
Bronson Verhines
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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