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Patrick John Keefer

Forvis Mazars Wealth Advisors, LLC

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About Patrick John Keefer

Patrick John Keefer is a financial advisor at Forvis Mazars Wealth Advisors, LLC. Patrick John Keefer is registered with the state of Missouri as an Investment Advisor Representative. Patrick John Keefer has been working as a financial advisor since 2021. Patrick John Keefer holds the Series 65 license. Patrick John Keefer is a Certified Financial Planner. Patrick John Keefer specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Patrick John Keefer's firm, Forvis Mazars Wealth Advisors, LLC, has 73 investment advisor representatives. Forvis Mazars Wealth Advisors, LLC specializes in portfolio management for individuals and provides financial planning services to individuals, corporations, and other businesses.

Firm Information

Patrick Keefer 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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Patrick Keefer’s Registration & Firm History

MO

01/12/2024 - Present

Forvis Mazars Wealth Advisors, LLC (Kansas City MO)

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Licenses & Designations

IA

Issued 06/07/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick John Keefer.
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