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Matthew Lane Wahl

Forvis Mazars Wealth Advisors, LLC

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About Matthew Lane Wahl

Matthew Wahl is a financial advisor with Forvis Mazars Wealth Advisors, LLC. Matthew has over 20 years of experience in the financial services industry. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Matthew has a Series 7 and Series 63 license and is registered to provide investment advice in Arkansas, Mississippi, Oklahoma and Texas. Matthew is committed to helping clients achieve their financial goals.

Firm Information

Matthew Wahl 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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Matthew Wahl’s Registration & Firm History

AR

06/24/2008 - Present

Forvis Mazars Wealth Advisors, LLC (LITTLE ROCK AR)

TN

04/05/2007 - 06/17/2008

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

TN

06/30/2006 - 04/05/2007

PFIC SECURITIES CORPORATION (FRANKLIN TN)

AR

01/12/2001 - 07/21/2004

STEPHENS INC. (LITTLE ROCK AR)

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Licenses & Designations

BC

Issued 03/15/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Lane Wahl.
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