Amy Lyn Wren
Investment adviser representative at Forvis Mazars Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$12BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Forvis Mazars Wealth Advisors, LLCOct 2023 to now
- Forvis Wealth Advisors, LLCJul 2023 to May 2024
- Bank OzkJul 2015 to Jul 2023
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AR).
Forvis Mazars Wealth Advisors, LLC
$12BAssets managed
4,584Clients
83Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4269859
- Firm CRD
- 110905