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Amy Dawn Frizzell

Forvis Mazars Wealth Advisors, LLC

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About Amy Dawn Frizzell

Amy Dawn Frizzell is a financial advisor who has been in the industry for over 20 years. Amy is currently registered as a registered representative with Forvis Mazars Wealth Advisors, LLC, where she has been employed since June 2024. Prior to this, Amy worked for BKD Wealth Advisors, LLC and Forvis Wealth Advisors, LLC. Amy is a Certified Financial Planner and holds the Series 63, 65, and 7 licenses. Amy specializes in providing financial planning services to individuals, corporations, and charitable organizations.

Firm Information

Amy Frizzell is currently registered with Forvis Mazars Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an investment advisor headquartered in Springfield, MO. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. With a focus on high-net-worth clients, the firm manages over $8.9 billion in assets. They are registered with the SEC and have a strong reputation for providing comprehensive and personalized wealth management services.
Forvis Mazars Wealth Advisors, LLC

910 EAST ST LOUIS ST

SPRINGFIELD, MO 65806

$8.92B

Assets Under Management

145

Total Clients

79

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Frizzell’s Registration & Firm History

MO

01/03/2024 - Present

Forvis Mazars Wealth Advisors, LLC (SPRINGFIELD MO)

MO

01/28/2003 - 08/07/2008

EDWARD JONES (SPRINGFIELD MO)

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Licenses & Designations

IA

Issued 09/04/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amy Dawn Frizzell.
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