Robert
Paredes
Forvis Wealth Advisors, LLC
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About this Advisor
Robert Paredes is a financial advisor who works out of Kansas City, Missouri with a total of 4 years of relevant experience. Paredes is an employee of Forvis Wealth Advisors, LLC. During their career, the advisor has held roles at Bkd Wealth Advisors, Paredes Law, LLC, Citizens Bank & Trust, Umb Bank and Forvis Wealth Advisors, LLC. Paredes has a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Kansas and Missouri. Forvis Wealth Advisors, LLC is an advisory company that has its headquarters in Springfield, MO. The company has offices in 54 locations and a total of 120 people on staff. It oversees $7 billion in assets under management between its 11,893 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 37 charities and foundations. Of its 11,893 customer accounts, 41% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Forvis Wealth Advisors, LLC provides 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. Financial advisory fee schedules largely are based on which services are offered. However, fee types charged by Forvis Wealth Advisors, LLC can consist 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
Robert Paredes Work History
Robert has been registered as a financial advisor for 4 years.*
Forvis Wealth Advisors, LLC
Bkd Wealth Advisors
Paredes Law, LLC
Citizens Bank & Trust
Umb 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 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 Wealth Advisors, LLC
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Indianapolis, IN
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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