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Steven Louis Toomey

Forvis Mazars Wealth Advisors, LLC

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About Steven Louis Toomey

Steven Toomey is an investment advisor representative with Forvis Mazars Wealth Advisors, LLC, located in Springfield, Missouri. Steven is also registered as an Investment Advisor Representative in Missouri. Steven has been in the financial services industry since June 1996. Steven has worked for several financial firms, including George K. Baum & Company and BKD Wealth Advisors, LLC. Steven has passed both the Series 7 and the Series 65 exams. Steven specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for individuals and portfolio management for investment companies.

Firm Information

Steven Toomey 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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Steven Toomey’s Registration & Firm History

MO

01/03/2024 - Present

Forvis Mazars Wealth Advisors, LLC (SPRINGFIELD MO)

MO

06/21/1996 - 12/14/2001

GEORGE K. BAUM & COMPANY (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 11/18/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/20/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Louis Toomey.
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