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Justin David Wheeler

Justin D. Wheeler

FORVIS MAZARS WEALTH ADVISORS
Kansas City, MO 64106
Some features on this profile are disabled
CRD#: 4771275
Justin David Wheeler

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: 250 E. 200 S. Suite 1200, Salt Lake City, UT 84111Office #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

BD
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.

BD
CRD#: 42846
KANSAS CITY, MO
Past

August 4, 2004 - December 14, 2011

AMERICAN CENTURY INVESTMENT SERVICES INC.

BD
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".
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
Colorado
(1/3/2024)
IAR
Missouri
(1/3/2024)
IAR
Utah
(1/3/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/12/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/18/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/3/2004
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 110905Kansas City, MO 64106

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