Yan
Yu
Forvis Mazars Wealth Advisors, LLC
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About this Advisor
Yan Yu is a financial advisor based in Indianapolis, Indiana, working with Forvis Mazars Wealth Advisors, LLC. Yan has previously held positions at Western Southern Life, W&S Brokerage Services, Texas Tech University, Michigan Technological University, Forvis Wealth Advisors LLC, and Fifth Third Bank. Yan has passed the Series 63 regulatory exam and is registered to provide services in Indiana. Currently, Yan 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
Services Offered
Fee Structure
Office Location
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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
Yan Yu Work History
Forvis Wealth Advisors LLC
Fifth Third Bank
Western Southern Life
W&S Brokerage Services
Texas Tech University
Michigan Technological University
Michigan Technological University
Disclosures
Please visit the SEC profile of Yan Yu 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
Omaha, NE
Springfield, MO
Springfield, MO
Indianapolis, IN
Springfield, MO
Kansas City, MO
Springfield, MO
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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