Laura Anne Taylor
Investment adviser representative at Forvis Mazars Wealth Advisors, LLC
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- Forvis Mazars Wealth Advisors, LLCJan 2024 to now
- Forvis Wealth Advisors, LLCJun 2022 to May 2024
- Bkd Wealth AdvisorsAug 2017 to May 2022
- Diversified Investors Securities Corp.Nov 2009 to Aug 2017
- TransamericaNov 2009 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
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
- 5252856
- Firm CRD
- 110905