John
Wildern
Forvis Wealth Advisors, LLC
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About this Advisor
John Wildern is a certified financial planner operating in Indianapolis, Indiana with 1 year of industry experience. Wildern currently works for Forvis Wealth Advisors, LLC. Their career trajectory has included roles at St. James Investment Company, LLC, Fidelity Brokerage Services LLC, 2Nd Vote Advisers, LLC, Inspire Advisors, LLC, Inspire Investing, LLC, Forvis Wealth Advisors, LLC and Northcoast Asset Management LLC. Wildern holds Series 66 and Series 63 licenses, certifying them as a securities agent, and can serve investors in Indiana. Forvis Wealth Advisors, LLC is an advisory firm operating out of Springfield, MO. The firm has offices in 54 locations and a total of 120 people on staff. It manages $7 billion in assets under management among its 11,893 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 37 charities and foundations. Of its 11,893 customer accounts, 41% belong to high-net-worth investors who have at least $1 million in assets available to invest. Forvis Wealth Advisors, LLC has a number 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. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Forvis Wealth Advisors, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
John Wildern Work History
John has been registered as a financial advisor for 1 years.*
Forvis Wealth Advisors, LLC
Inspire Advisors, LLC
Inspire Investing , LLC
2Nd Vote Advisers, LLC
Fidelity Brokerage Services LLC
St. James Investment Company, LLC
Northcoast Asset Management 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 John Wildern 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.
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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.
