Bkd Wealth Advisors, LLC is a large advisory firm based in Springfield. It manages $3.23 billion of regulatory assets for 1,517 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arizona, Arkansas, California, and 20 other states.
Bkd Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bkd Wealth Advisors, LLC is $3.23 billion. The firm's AUM has grown by 728% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bkd Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Jack Everett Thurman is high net worth individuals with 756 clients and $2.78 billion of assets under management. Among the 8 most similar advisory firms, Bkd Wealth Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $3.23 billion for 1,517 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bkd Wealth Advisors doesn't advise any private funds.
The company employs 69 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. 46 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jack Everett Thurman has been acting as President since 1 Dec 2001. Jeffrey Allen Layman has served as the Chief Investment Officer since 1 Apr 2008. Amy Dawn Frizzell joined the executive team most recently as the Principal.
The principal office where Bkd Wealth Advisors, LLC performs its advisory services is located at 910 East St Louis St, Springfield, MO 65806 The mailing address of the firm is P.O. Box 1190, Springfield, MO 65801. An additional office of the firm is in Little Rock, AR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 417.866.5822 or by fax 417.865.0682. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at bkdwa.com.