Peter Murray
Investment adviser representative at Forvis Mazars Wealth Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12BFirm assets
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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
14 years in the industry.
- Forvis Mazars Wealth Advisors, LLCJan 2023 to now
- Forvis Wealth AdvisorsJul 2022 to May 2024
- Northwestern MutualMay 2021 to Jul 2022
- National Gift CardNov 2020 to Jan 2022
- Crossland LiteracyJun 2019 to Aug 2021
- University of Nebraska- LincolnAug 2018 to Dec 2021
- Huntley High School / Marlowe Middle SchoolJan 2012 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7326040
- Firm CRD
- 110905