Unclaimed
Leia Huffman is a financial advisor who has been in the industry since January 2013. She is currently registered with Forvis Mazars Wealth Advisors, LLC in Missouri. Leia Huffman is a Certified Financial Planner and specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. She is also experienced in working with charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Leia Huffman has worked at BKD Wealth Advisors, LLC in Springfield, MO and at Forvis Wealth Advisors, LLC in Springfield, MO.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MO
12/19/2013 - Present
Forvis Mazars Wealth Advisors, LLC (SPRINGFIELD MO)
IA
Issued 12/19/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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