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Jeffrey Thomas Lenhart

Forvis Mazars Wealth Advisors, LLC

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About Jeffrey Thomas Lenhart

Jeffrey Lenhart is a financial advisor who has been working in the industry since 2011. Jeffrey currently works at Forvis Mazars Wealth Advisors, LLC in Springfield, MO. Jeffrey is registered with the state of North Carolina, and is a Certified Financial Planner. Jeffrey has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Jeffrey specializes in financial planning, pension consulting, and portfolio management.

Firm Information

Jeffrey Lenhart 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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Jeffrey Lenhart’s Registration & Firm History

MO

12/21/2023 - Present

Forvis Mazars Wealth Advisors, LLC (SPRINGFIELD MO)

MN

03/24/2011 - 12/04/2014

EDWARD JONES (GRAND RAPIDS MN)

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Licenses & Designations

BOTH

Issued 01/05/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/2014

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Thomas Lenhart.
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