Laura A. Taylor

FORVIS MAZARS WEALTH ADVISORS

Fort Worth, TX 76102-5332

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CRD#: 5252856

Professional summary

Laura Anne Taylor, who also goes by Laura Anne Coup, Laura Coup, Laura Anne Smith Ms, Laura Taylor, Laura Anne Wilson, is a registered financial advisor currently at FORVIS MAZARS WEALTH ADVISORS, LLC located in Fort Worth, Texas.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Laura has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laura Anne Coup | Laura Coup | Laura Anne Smith Ms | Laura Taylor | Laura Anne Wilson

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 Laura Anne Taylor'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

August 28, 2017 - Present

FORVIS MAZARS WEALTH ADVISORS, LLC

Office #1: 777 Main Street, Suite 2000, Fort Worth, TX 76102-5332

RIA

CRD#: 110905

Fort Worth, TX

Past

May 19, 2016 - August 14, 2017

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

Overland Park, KS

Past

November 4, 2009 - August 14, 2017

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

HARRISON, NY

Past

August 25, 2009 - October 29, 2009

CETERA WEALTH SERVICES, LLC

CRD#: 13572

KANSAS CITY, MO

Past

January 2, 2007 - August 14, 2009

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

OVERLAND PARK, KS

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

Texas
(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 65

Date: 5/19/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/9/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/14/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/29/2006

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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Laura A. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Anne Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA RETIREMENT ADVISORS, LLC

TRANSAMERICA INVESTORS SECURITIES, LLC

CETERA WEALTH SERVICES, LLC

VOYA FINANCIAL PARTNERS, LLC

Primary Firm SEC Registration

FORVIS MAZARS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/19/2016

Series 63

Date: 2/9/2007

SIE

Date: 8/14/2017

Series 6

Date: 12/29/2006

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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