Sydney Erin Koopmann
Investment adviser representative at Forvis Mazars Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12BFirm assets
Are you Sydney Erin Koopmann? Claim your profile
Contact this firm
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
10 years in the industry.
- Forvis Mazars Wealth Advisors, LLCJun 2024 to now
- Forvis Wealth Advisors LLCJun 2022 to May 2024
- Central Bank of the OzarksSep 2019 to Aug 2021
- Missouri State UniversityAug 2018 to Jun 2022
- UnemployedApr 2018 to Aug 2018
- Chick-fil-aMay 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7944890
- Firm CRD
- 110905