BKD Wealth Advisors is an investment advisor in Springfield with $7.40 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
431815436
SEC advisor number
801-56928
FINRA CRD number
110905
AUM ?
$7.40 bn
(as of 5 May 23)
Accounts
11,893
(as of 5 May 23)
Employees
120
(80 investment advisory or research)
Address
BKD Wealth Advisors
910 E. ST. LOUIS ST., STE. 200
SPRINGFIELD
MO 65806
910 E. ST. LOUIS ST., STE. 200
SPRINGFIELD
MO 65806
Office hours
Monday - Friday, 8:00AM TO 5:00PM
Phone
417.866.5822
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Forvis, LLP | Managing Member/full Owner | 05/1998 | > 75% |
Conklin, Nicole, Danielle | Chief Compliance Officer | 10/2013 | < 5% |
Layman, Jeffrey, Allen | Chief Investment Officer | 04/2008 | < 5% |
Toomey, Steven, Louis | Managing Partner | 05/2020 | < 5% |
Forvis, LLP | Managing Member/full Owner | 05/1998 | > 75% |
Sneed, William, Thompson | Executive Vice President | 06/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
SC 13G/A
Innovator ETFs Trust
28 Apr 23
SC 13G/A
Innovator ETFs Trust
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
SC 13G
Innovator ETFs Trust
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22