Melissa M. Imbery

FORVIS MAZARS WEALTH ADVISORS

Evansville, IN 47715

Some features on this profile are disabled

CRD#: 6687058

Professional summary

Melissa M Imbery, CFP®, who also goes by Melissa M Imbery, is a registered financial advisor currently at FORVIS MAZARS WEALTH ADVISORS, LLC located in Evansville, Indiana.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Melissa has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melissa M Imbery

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 Melissa M Imbery'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

Experience

Current

November 20, 2024 - Present

FORVIS MAZARS WEALTH ADVISORS, LLC

Office #1: 400 Cross Pointe Blvd. Po Box 628, Evansville, IN 47715Office #2: 101 South Fifth Street Suite 3800, Louisville, KY 40202Office #3: One Metropolitan Square 211 N. Broadway Suite 600, St. Louis, MO 63102

RIA

CRD#: 110905

Evansville, IN

Past

May 28, 2024 - November 7, 2024

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

Brentwood, MO

Past

February 20, 2024 - April 19, 2024

MONETA GROUP INVESTMENT ADVISORS, LLC

RIA

CRD#: 104727

ST. LOUIS, MO

Past

January 8, 2021 - January 23, 2024

FORVIS MAZARS WEALTH ADVISORS, LLC

RIA

CRD#: 110905

Fort Worth, TX

Past

January 23, 2017 - December 24, 2020

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Chicago, IL

Past

December 5, 2016 - December 24, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Chicago, IL

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

Missouri
(11/20/2024)

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: 1/23/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/5/2016

General Securities Representative Examination

Current Firm

FORVIS MAZARS WEALTH ADVISORS, LLC

CRD#: 110905 / SEC#: 801-56928

RIA

Registered Investment Advisory firm - (10/28/1999 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See 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 (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.

Similar Advisors

David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

IAR

Newburgh, IN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Melissa M. Imbery

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa M Imbery's CRS (Customer Relationship Summary).

Certified licenses

Experience

HIGHTOWER ADVISORS, LLC

MONETA GROUP INVESTMENT ADVISORS, LLC

FORVIS MAZARS WEALTH ADVISORS, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

FORVIS MAZARS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/23/2017

SIE

Date: 10/1/2018

Series 7

Date: 12/5/2016

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

Similar Advisors