AW
Amy L. Wren
FORVIS MAZARS WEALTH ADVISORS
Rogers, AR 72758
Some features on this profile are disabled
CRD#: 4269859
AW
Professional summary
Amy Lyn Wren, who also goes by Amy Lyn Boss, is a registered financial advisor currently at FORVIS MAZARS WEALTH ADVISORS, LLC located in Rogers, Arkansas.
Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Amy has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amy Lyn Boss
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
As of 1994, I AM LISTED A LIMITED PARTNER IN MY HUSBAND'S LAW FIRM - Wren Law Firm DBA M Keith Wren and Associate. THE FIRM IS NOT INVESTMENT RELATED AND I AM NOT INVOLVED IN DAY-TODAY PRACTICE. I AM RESPONSIBLE FOR CLIENT BILLING AND BOOKKEEPING AND MY NAME IS ON FILE WITH THE STATE OF AR AS A PARTNER/MEMBER
CRS (Client Relationship Summary) - RIA
Click below to view Amy Lyn Wren's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 10, 2023 - Present
FORVIS MAZARS WEALTH ADVISORS, LLC
Office #1: 5115 W. Jb Hunt Drive Suite 100, Rogers, AR 72758Office #2: 51 S 6th Street Unit C, Fort Smith, AR 72901Office #3: 111 Center Street, Little Rock, AR 72201RIA
CRD#: 110905
Rogers, AR
Past
January 8, 2001 - August 16, 2004
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FM
FORVIS MAZARS WEALTH ADVISORS, LLC
BKD INVESTMENT ADVISORS LLC | FORVIS WEALTH ADVISORS, LLC | FORVIS PRIVATE CLIENT | FORVIS MAZARS WEALTH ADVISORS, LLC | FORVIS MAZARS WEALTH ADVISORS | FORVIS MAZARS PRIVATE CLIENT | BKDWA | BKDIA | BKD WEALTH ADVISORS, LLC
CRD#: 110905 / SEC#: 801-56928
RIA
Registered Investment Advisory firm - (10/28/1999 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arkansas(10/10/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
FM
FORVIS MAZARS WEALTH ADVISORS, LLC
BKD INVESTMENT ADVISORS LLC | FORVIS WEALTH ADVISORS, LLC | FORVIS PRIVATE CLIENT | FORVIS MAZARS WEALTH ADVISORS, LLC | FORVIS MAZARS WEALTH ADVISORS | FORVIS MAZARS PRIVATE CLIENT | BKDWA | BKDIA | BKD WEALTH ADVISORS, LLC
CRD#: 110905 / SEC#: 801-56928
RIA
Registered Investment Advisory firm - (10/28/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
910 East St Louis St, Springfield, MO 65806
Mailing Address
Phone number
(417) 831-7283
Established
Firm type
Fiscal year end
# of Employees
123
SEC notice filing (41 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,227 |
| AUM (Assets Under Management) | $ 9,751,986,659 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/18/2025 | ||
| 09/18/2024 | ||
| 01/23/2024 | ||
| 11/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
