BKD Wealth Advisors LLC
Nome legal: BKD WEALTH ADVISORS, LLC
Detalhes completos de contato
BKD Wealth Advisors LLC
910 EAST ST LOUIS ST, SUITE 200, SPRINGFIELD, MO
417.866.5822
417.865.0682
Outras informações
A BKD Wealth Advisors LLC, uma Empresa de Responsabilidade Limitada do Missouri com 69 funcionários, incluindo 44 consultores, fornece conselhos financeiros a 119 clientes. O status da SEC da empresa foi relatado pela última vez como aprovado em 28 de outubro de 1999.
Wealth Management | BKD, LLP
BKD Wealth Advisors uses extensive professional knowledge to build a unique plan tailored to your objectives. Our role as a fiduciary means you can be confident we put you and your interests first.
Wealth Management | BKD, LLP
BKD Wealth Advisors uses extensive professional knowledge to build a unique plan tailored to your objectives. Our role as a fiduciary means you can be confident we put you and your interests first.
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Proprietários diretos
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BKD,LLP
MANAGING MEMBER/FULL OWNER é proprietária 75% ou mais
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JACK EVERETT THURMAN
PRESIDENT é proprietária menos de 5%
-
JEFFREY ALLEN LAYMAN
CHIEF INVESTMENT OFFICER é proprietária menos de 5%
-
MICHAEL WAYNE BURLEW
REGIONAL MANAGING PARTNER é proprietária menos de 5%
-
NICOLE DANIELLE CONKLIN
CHIEF COMPLIANCE OFFICER é proprietária menos de 5%
-
STEVEN LOUIS TOOMEY
PRINCIPAL é proprietária menos de 5%
-
AMY DAWN FRIZZELL
PRINCIPAL é proprietária menos de 5%
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Notícia
- Transforming Portfolios, Transforming Futures: A Deep Dive into FORVIS Wealth Advisors' Investment Strategy Shift from Q4 2023 to Q1 2024
- FORVIS Wealth Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- FORVIS Wealth Advisors, LLC Q2 2023 vs. Q3 2023 Holdings Comparison
- Forvis Wealth Advisors Releases Q3 vs. Q4 2022 Holdings Comparison Report: Changes in Shareholding and Values Summarized
Principais Participações
- Invesco FTSE RAFI US 1000 Port $29,009k
- HENRY JACK & ASSOC $22,319k
- iShares Core MSCI Total Intern $16,765k
- Apple Inc $9,402k
- ISHARES TR CORE S&P MCP ETF $9,133k
- CISCO SYSTEMS INC $6,672k
- DISNEY WALT CO $5,892k
- Berkshire Hathaway, Inc. $5,007k
- ALPHABET INC $4,872k
- FARMER & MERCHANTS BANCORP I $4,808k