Company Overview of BKD Wealth Advisors LLC
BKD Wealth Advisors LLC is a privately owned investment manager. The firm also provides wealth management, financial planning, retirement planning, tax strategies, education funding, estate planning, risk management, benefit plan consulting, charitable gift strategies services to its clients. It primarily provides its services to individuals, high net worth individuals and pension and profit sharing plans. The firm manages separate client-focused equity and fixed income portfolios. It invests in the public equity and fixed income markets. The firm also invests in no-load mutual funds, exchange traded funds, and alternative assets. It employs fundamental analysis and technical analysis to cre...
910 East St Louis Street
Springfield, MO 65801-1190
Founded in 1998
Key Executives for BKD Wealth Advisors LLC
Managing Partner, President and Chief Compliance Officer
Partner, Principal and Chief Investment Officer
Compensation as of Fiscal Year 2015.
BKD Wealth Advisors LLC Key Developments
BKD Wealth Advisors Announces Board Changes
Oct 11 15
Jack Thurman, president of BKD Wealth Advisors, announced the promotion of Gretchen Cliburn to director. Cliburn delivers unmatched client service, embraces change and shows dedication to the firm's values and the wealth management industry. She assumed the new role on Oct. 1. Cliburn has been a part of the wealth management industry since 1996, providing financial and estate planning services to high-net-worth families. She coordinates investment management with tax, retirement, financial education and estate planning. Thurman also announced the promotion of Zach Swartz to senior managing adviser. He too assumed his new role on Oct. 1.
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