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CW

Carson S. Wannamaker

FORVIS MAZARS WEALTH ADVISORS
Greensboro, NC 27410
CRD#: 4506116
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CW
Carson Skottowe WannamakerFORVIS MAZARS WEALTH ADVISORS

Professional summary

Carson Skottowe Wannamaker, who also goes by Carson S Wannamaker, Skotty Wannamaker, is a registered financial advisor currently at FORVIS MAZARS WEALTH ADVISORS, LLC located in Greensboro, North Carolina.

Carson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Carson has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Carson S Wannamaker | Skotty Wannamaker

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carson Skottowe Wannamaker's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 1, 2022 - Present

FORVIS MAZARS WEALTH ADVISORS, LLC

Office #1: 4161 Piedmont Parkway Suite 310, Greensboro, NC 27410
RIA
CRD#: 110905
Greensboro, NC
Past

January 3, 2017 - August 24, 2022

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

RIA
CRD#: 109279
High Point, NC
Past

August 18, 2014 - December 31, 2016

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

RIA
CRD#: 109279
HIGH POINT, NC
Past

July 29, 2010 - August 20, 2014

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
GREENSBORO, NC
Past

July 29, 2010 - August 20, 2014

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
GREENSBORO, NC
Past

December 8, 2009 - December 23, 2009

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
GREENSBORO, NC
Past

December 8, 2009 - December 23, 2009

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

June 13, 2006 - April 10, 2008

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
GREENSBORO, NC
Past

May 17, 2006 - April 10, 2008

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
GREENSBORO, NC
Past

February 5, 2003 - April 14, 2005

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO

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
North Carolina
(6/1/2022)
IAR
Texas
(6/27/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/12/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/11/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/25/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/4/2003
Investment Company Products/Variable Contracts Representative Examination

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)
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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 (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A 1.2026 (1/22/2026)

Regulatory assets under management

Total Number of Accounts13,227
AUM (Assets Under Management)$ 9,751,986,659

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/18/2025
Cover Page
Report
09/18/2024
Cover Page
Report
01/23/2024
Cover Page
Report

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.

Company Information

FORVIS MAZARS WEALTH ADVISORS, LLC

CRD#: 110905Greensboro, NC 27410

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