Robert
Paredes
Forvis Mazars Wealth Advisors, LLC
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About this Advisor
Robert Paredes is a financial advisor based in Kansas City, Missouri, working with Forvis Mazars Wealth Advisors, LLC. Robert has previously held positions at Bkd Wealth Advisors, Paredes Law, LLC, Citizens Bank & Trust, Umb Bank, and Forvis Wealth Advisors, LLC. Robert has passed the Series 65 regulatory exam and is registered to provide services in Kansas and Missouri. Currently, Robert is part of Forvis Mazars Wealth Advisors, LLC, which operates out of Kansas City, Missouri. 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
Robert Paredes Work History
Forvis Wealth Advisors, LLC
Bkd Wealth Advisors
Paredes Law, LLC
Citizens Bank & Trust
Umb Bank
Disclosures
Please visit the SEC profile of Robert Paredes 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
Springfield, MO
Springfield, MO
Indianapolis, IN
Omaha, NE
Springfield, MO
Kansas City, MO
Springfield, MO
Springfield, MO
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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