Leia
Huffman
Forvis Wealth Advisors, LLC
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About this Advisor
Leia Huffman is a certified financial planner who works out of Springfield, Missouri, with 10 years of relevant experience. Huffman is on the advisory team at Forvis Wealth Advisors, LLC. Over the course of their career, Huffman has held roles at Bkd Wealth Advisors, LLC and Forvis Wealth Advisors, LLC. Huffman holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Missouri. Forvis Wealth Advisors, LLC is a registered investment company based 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 across its 11,893 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 37 charitable organizations. Of its 11,893 customer accounts, 41% belong to high-net-worth individuals who have more than $1 million in investable assets. Forvis Wealth Advisors, LLC has a broad array 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 for financial advisory services largely are based on which services the firm provides the client. Fee types billed by Forvis Wealth Advisors, LLC likely are comprised 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
Leia Huffman Work History
Leia has been registered as a financial advisor for 10 years.*
Forvis Wealth Advisors, LLC
Bkd Wealth Advisors, 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 Leia Huffman 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
Indianapolis, IN
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Indianapolis, IN
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.
