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Shelby Newell

Forvis Mazars Wealth Advisors, LLC

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About Shelby Newell

Shelby Newell is a financial advisor with Forvis Mazars Wealth Advisors, LLC. Shelby is a CERTIFIED FINANCIAL PLANNER™ professional. Shelby has been in the financial industry for several years and has held previous roles at Charles Schwab & Co., Inc. and Morgan Stanley. Shelby is licensed to provide financial advice in Arizona, California, Indiana, and Texas.

Firm Information

Shelby Newell 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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Shelby Newell’s Registration & Firm History

MO

01/04/2022 - Present

Forvis Mazars Wealth Advisors, LLC (SPRINGFIELD MO)

IN

10/19/2018 - 11/27/2019

MORGAN STANLEY (INDIANAPOLIS IN)

IN

10/31/2016 - 10/30/2018

CHARLES SCHWAB & CO., INC. (Indianapolis IN)

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Licenses & Designations

BOTH

Issued 11/20/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/23/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shelby Newell.
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