Carson
Wannamaker

Forvis Wealth Advisors, LLC

CRD#4506116
Investment Advisor
in Springfield, MO

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About this Advisor

Carson Wannamaker is a financial advisor working out of Springfield, Missouri with 1 year of relevant experience. Wannamaker is currently employed by Forvis Wealth Advisors, LLC. The advisor has gained experience at Invest Financial Corporation, Dixon Hughes Goodman Wealth Advisors LLC and Forvis Wealth Advisors LLC. Wannamaker maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina and Texas. Forvis Wealth Advisors, LLC is a registered investment company headquartered in Springfield, MO. The firm has offices in 54 locations and a total of 120 advisors. It has $7 billion in assets between its 11,893 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 37 charitable organizations. Of its 11,893 accounts, 41% are held by high-net-worth investors who have greater than $1 million in investable assets. Forvis Wealth Advisors, LLC offers a wide 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 management fees vary depending on which services the firm provides the client. However, fee types charged by Forvis Wealth Advisors, LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

910 East St Louis St Suite 400
Springfield, MO 65806

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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

Carson Wannamaker Work History

Carson has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Forvis Wealth Advisors LLC

2014 - 2022 (8 years)

Dixon Hughes Goodman Wealth Advisors LLC

2010 - 2014 (4 years)

Invest Financial Corporation

*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 Carson Wannamaker 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

David Koppenheffer
Springfield, MO
Colby Robinson
Springfield, MO
Kim Surrett
Springfield, MO
Leia Huffman
Springfield, MO
Jonathan Buckley
Indianapolis, IN
Richard Spaulding
Springfield, MO
Cody Blevins
Springfield, MO
Peter Murray
Villa Park, IL

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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