Holly Pantzer is a control person of Forvis Mazars Wealth Advisors and directly owns under 5% of it.
Forvis Mazars Wealth Advisors is an investment adviser based in Springfield, MO, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $12 billion, as filed on 25 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4613300
- Firm
- Forvis Mazars Wealth Advisors · CRD 110905
- Role
- Managing Partner
- In role since
- January 2026 · under a year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Springfield, MO
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Holly Pantzer work?
Holly Pantzer has been Managing Partner of Forvis Mazars Wealth Advisors, LLC since January 2026, and is a control person of the firm.
How can I verify Holly Pantzer’s record?
Holly Pantzer’s role is listed on Forvis Mazars Wealth Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 110905.