Katherine
Jaskinia
Forvis Wealth Advisors, LLC
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About this Advisor
Katherine Jaskinia is a certified financial planner operating out of San Antonio, Texas with 2 years of industry experience. Jaskinia is an employee of Forvis Wealth Advisors, LLC. Jaskinia has gained experience at Frost Bank, Frost Investment Services, Bkd Wealth Advisors and Forvis Wealth Advisors, LLC. Jaskinia can work in Texas. Forvis Wealth Advisors, LLC is a firm based out of Springfield, MO. The firm has offices in 54 locations and a total of 120 people on staff. It oversees $7 billion in assets between its 11,893 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 37 charitable organizations. Of its 11,893 customer accounts, 41% are associated with high-net-worth investors who have at least $1 million in investable assets. The business performs a wide set 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. Financial management fee schedules vary depending on which services the firm provides the client. However, fee types charged by Forvis Wealth Advisors, LLC likely are comprised 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
Katherine Jaskinia Work History
Katherine has been registered as a financial advisor for 2 years.*
Forvis Wealth Advisors, LLC
Bkd Wealth Advisors
Frost Investment Services
Frost 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 Katherine Jaskinia 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
Indianapolis, IN
Springfield, MO
Springfield, MO
Springfield, MO
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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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.
