Dorsey
Tyndall

Forvis Wealth Advisors, LLC

CRD#2900880
Investment Advisor
in Springfield, MO

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About this Advisor

Dorsey Tyndall is a financial advisor who works in Springfield, Missouri with a total of 1 year of relevant experience. Tyndall is on the advisory team at Forvis Wealth Advisors, LLC. Throughout their career, they have worked at Dixon Hughes Goodman Wealth Advisors and Forvis Wealth Advisors LLC. Tyndall holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina, Texas and Virginia. Forvis Wealth Advisors, LLC is a firm that has its headquarters in Springfield, MO. It has offices in 54 locations and a total of 120 financial advisors. It manages $7 billion in total assets between its 11,893 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 37 charitable organizations. Of its 11,893 accounts, 41% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Forvis Wealth Advisors, LLC offers 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. Fees for financial management largely vary depending on the type of financial services provided. Fee types billed by Forvis Wealth Advisors, LLC most 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

Dorsey Tyndall Work History

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

2022 - Present (2 years)

Forvis Wealth Advisors LLC

2011 - 2022 (11 years)

Dixon Hughes Goodman Wealth Advisors

*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 Dorsey Tyndall 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

Jonathan Buckley
Indianapolis, IN
Kim Surrett
Springfield, MO
Cody Blevins
Springfield, MO
Colby Robinson
Springfield, MO
Richard Spaulding
Springfield, MO
David Koppenheffer
Springfield, MO
Leia Huffman
Springfield, MO
Jean Wilson
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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