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Amy Lyn Wren

Forvis Mazars Wealth Advisors, LLC

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About Amy Lyn Wren

Amy Wren is an Investment Advisor Representative with Forvis Mazars Wealth Advisors, LLC. Amy has been in the industry for over 20 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Amy holds the Series 65 and Series 66 licenses, and has a strong understanding of investment management, financial planning, and retirement planning. Amy can provide a range of services to clients, including financial planning, portfolio management, and pension consulting. Amy is dedicated to helping clients achieve their financial goals.

Firm Information

Amy Wren 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 Wren’s Registration & Firm History

MO

10/10/2023 - Present

Forvis Mazars Wealth Advisors, LLC (SPRINGFIELD MO)

FL

01/08/2001 - 08/16/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 10/10/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/05/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amy Lyn Wren.
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