Brian
Eller

Forvis Wealth Advisors, LLC

CRD#6510032
Investment Advisor
in Villa Park, IL

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About this Advisor

Brian Eller is a certified financial planner working out of Villa Park, Illinois with 3 years of industry experience. Eller is currently employed by Forvis Wealth Advisors, LLC. During their career, Eller has held roles at Bkd Wealth Advisors, LLC, Kansas State University, Dish Network, Merrill Lynch and Forvis Wealth Advisors, LLC. Eller maintains a Series 65 license, designating them as an investment advisor representative, and can serve investors in Illinois, Texas and Wisconsin. Forvis Wealth Advisors, LLC is an advisory company based out of Springfield, MO. It has offices in 54 locations and a total of 120 employees. It administers $7 billion in assets under management across its 11,893 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 37 charitable organizations. Of its 11,893 accounts, 41% are associated with high-net-worth investors who have more than $1 million in investable assets. Forvis Wealth Advisors, LLC performs a broad assortment of services, including 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 are based on which services are offered. Fees billed by Forvis Wealth Advisors, LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 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

1901 S. Meyers Road Suite 500
Villa Park, IL 60181

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Forvis Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$7,399,111,171

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

120

IL Average: 458
Total Number of Accounts

11,893

IL Average: 33,415
Average Account Size

$622,140

IL 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

Brian Eller Work History

Brian has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Forvis Wealth Advisors, LLC

2016 - 2022 (6 years)

Bkd Wealth Advisors, LLC

2015 - 2015 (< 1 year)

Merrill Lynch

2013 - 2013 (< 1 year)

Dish Network

2011 - 2016 (5 years)

Kansas State University

*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 Brian Eller 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

Leia Huffman
Springfield, MO
Cody Blevins
Springfield, MO
Kim Surrett
Springfield, MO
David Koppenheffer
Springfield, MO
Colby Robinson
Springfield, MO
Jonathan Buckley
Indianapolis, IN
Richard Spaulding
Springfield, MO
Jean Wilson
Kansas City, 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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