Suzanne
Holbert

Forvis Wealth Advisors, LLC

CRD#4527486
Investment Advisor
in Springfield, MO

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About this Advisor

Suzanne Holbert is a personal financial specialist based in Springfield, Missouri who has 1 year of industry experience. Holbert is an advisor for Forvis Wealth Advisors, LLC. During their career, Holbert has held roles at Hansen, Johnson & Associates, Dixon Hughes Wealth Advisors LLC and Forvis Wealth Advisors LLC. Holbert is approved to operate in North Carolina and Texas. Forvis Wealth Advisors, LLC is a financial advisory firm that has its headquarters in Springfield, MO. The firm has offices in 54 locations and a total of 120 people on staff. It administers $7 billion in assets among its 11,893 accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 37 charitable organizations. Of its 11,893 client accounts, 41% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a number 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. A financial advisor's fees typically are based on which services are provided. Fee types charged by Forvis Wealth Advisors, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Personal Financial Specialist

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

Suzanne Holbert Work History

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

2022 - Present (2 years)

Forvis Wealth Advisors LLC

2000 - Present (24 years)

Hansen, Johnson & Associates

2008 - 2022 (14 years)

Dixon Hughes 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 Suzanne Holbert 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

Kim Surrett
Springfield, MO
Leia Huffman
Springfield, MO
Jonathan Buckley
Indianapolis, IN
Colby Robinson
Springfield, MO
Richard Spaulding
Springfield, MO
Cody Blevins
Springfield, MO
David Koppenheffer
Springfield, MO
Ashley Israel
Springfield, 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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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.

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