Brian
Lowery

Forvis Wealth Advisors, LLC

CRD#5064008
Investment Advisor
in Saint Louis, MO

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About this Advisor

Brian Lowery is a certified financial planner based in Saint Louis, Missouri with 7 years of industry experience. Lowery is on the advisory team at Forvis Wealth Advisors, LLC. Their career trajectory has included roles at Charles Schwab & Co., Inc, Charles Schwab Bank, Bkd Wealth Advisors, LLC, Archer Wealth Management and Forvis Wealth Advisors, LLC. Lowery maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois, Kentucky, Missouri and Tennessee. Forvis Wealth Advisors, LLC is a registered investment firm that has its headquarters in Springfield, MO. It has offices in 54 locations and a total of 120 people on staff. It controls $7 billion in total assets across its 11,893 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 37 charities and foundations. Of its 11,893 client accounts, 41% are held by high-net-worth individuals who have greater than $1 million in assets. 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. A financial advisor's fee schedules are based on which service is provided. Fee types billed by Forvis Wealth Advisors, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 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

211 N. Broadway Suite 600
Saint Louis, MO 63102

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Forvis Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$7,399,111,171

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

120

MO Average: 458
Total Number of Accounts

11,893

MO Average: 33,415
Average Account Size

$622,140

MO 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 Lowery Work History

Brian has been registered as a financial advisor for 7 years.*

2022 - Present (2 years)

Forvis Wealth Advisors, LLC

2016 - 2022 (6 years)

Bkd Wealth Advisors, LLC

2013 - 2016 (3 years)

Archer Wealth Management

2008 - 2013 (5 years)

Charles Schwab & Co., Inc

2008 - 2013 (5 years)

Charles Schwab Bank

*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 Lowery 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
David Koppenheffer
Springfield, MO
Leia Huffman
Springfield, MO
Cody Blevins
Springfield, MO
Colby Robinson
Springfield, MO
Richard Spaulding
Springfield, MO
Jonathan Buckley
Indianapolis, IN
David Cicco
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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