Justin D. Wheeler

FORVIS MAZARS WEALTH ADVISORS

Kansas City, MO 64106

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CRD#: 4771275

Professional summary

Justin David Wheeler, CFP® is a registered financial advisor currently at FORVIS MAZARS WEALTH ADVISORS, LLC located in Kansas City, Missouri.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Justin has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Justin David Wheeler'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

June 13, 2014 - Present

FORVIS MAZARS WEALTH ADVISORS, LLC

Office #1: 1201 Walnut Street, Suite 1700, Kansas City, MO 64106Office #2: 510 S. 200 W., Suite 200 Suite 200, Salt Lake City, UT 84101Office #3: 111 S. Tejon Street Suite 100, Colorado Springs, CO 80903Office #4: 1801 California Street Suite 3900, Denver, CO 80202-5822

RIA

CRD#: 110905

Kansas City, MO

Past

January 28, 2012 - May 29, 2014

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

OVERLAND PARK, KS

Past

January 18, 2012 - May 29, 2014

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

OVERLAND PARK, KS

Past

March 13, 2008 - December 14, 2011

AMERICAN CENTURY ADVISORY SERVICES, INC.

RIA

CRD#: 121974

KANSAS CITY, MO

Past

June 11, 2007 - December 14, 2011

AMERICAN CENTURY BROKERAGE, INC.

CRD#: 42846

KANSAS CITY, MO

Past

August 4, 2004 - December 14, 2011

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, 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".

FORVIS MAZARS 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

Colorado
(1/3/2024)

IAR

Missouri
(1/3/2024)

IAR

Utah
(1/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/12/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/18/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/18/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/3/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FORVIS MAZARS 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 (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A 082025 (8/20/2025)

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	Cover Page	Report
09/18/2024	Cover Page	Report
01/23/2024	Cover Page	Report
11/21/2022	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.

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Firm Stability Insights

Justin D. Wheeler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin David Wheeler's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

AMERICAN CENTURY ADVISORY SERVICES, INC.

AMERICAN CENTURY BROKERAGE, INC.

AMERICAN CENTURY INVESTMENT SERVICES INC.

Primary Firm SEC Registration

FORVIS MAZARS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/12/2008

Series 63

Date: 8/18/2004

Series 7

Date: 7/18/2007

Series 6

Date: 8/3/2004

Current Firm

FORVIS MAZARS WEALTH ADVISORS, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORVIS MAZARS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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