BKD Wealth Advisors

About Us

, LLC is an independent wealth management firm for affluent individuals and their families. We build trusted relationships with our clients and tailor integrated solutions to meet their goals. Our advisors combine their knowledge and wisdom with the expertise of top financial institutions, including BKD, LLP, the nation's 10th largest CPA and advisory firm.
Ownership Structure:

, LLC is a wholly owned subsidiary of BKD, LLP.

Year Started:

1998

Assets Under Management:

$1.57 billion *
* As of March 31, 2010

Offices:

We serve over 1100 clients in 32 states and have offices in Little Rock, Indianapolis, Denver, Kansas City and Springfield, MO

Our Approach:

Our firm is built upon four pillars which represent the key strengths of our organization:  Integrated wealth management, enduring personal relationships, our expertise and independent judgment.

About BKD, LLP:

Our parent company, BKD, LLP, offers consulting, tax, assurance and accounting outsourcing solutions to growing companies and high net-worth individuals.

  • 32 offices
  • 2,000 personnel, including approximately 250 partners and principals
  • Clients - Closely held businesses, publicly traded companies, governmental entities, not-for-profit organizations and individuals

For more information:

Contact:  Jack E. Thurman, Managing Partner, 417.831.7283

A Wealth of Resources

Whether it's your family's financial goals or your business needs, we offer you a wealth of resources.  With our access to BKD, LLP's CPAs and other wealth planning partners, you will have the resources of the 10th largest CPA and advisory firm in the country at your fingertips.

' solutions include:

  • Financial planning
  • Retirement planning
  • Cash management
  • Education funding
  • Estate planning
  • Risk management
  • Investment management
  • Charitable gift strategies

BKD handles the solutions you'd expect from a CPA firm:

  • Strategic tax planning
  • Succession planning
  • Personal financial statements
  • Accounting and tax issues related to trusts and estates
We call this coordinated approach WealthPlan.
Our Team

Our team of professionals have years of experience and multiple designations, including, Certified Financial Planner ™, Certified Investment Management Analyst, Certified Investment Management Consultant, Certified Trust and Financial Advisor, Chartered Financial Analyst® and Chartered Financial Consultant.

We invite you to learn more about the professionals at . Look under the office nearest you to review our advisors' professional bios.

Corporate Headquarters
910 E. St. Louis Street, Suite 200
P.O. Box 2202
Springfield, MO 65806-2523

Telephone: 417.866.5822
Fax: 417.865.0682

Jack Thurman, CIMA®   bio
President, Principal
Jeff Layman, CFA®   bio
Principal & Chief Investment Officer

Denver, CO
Wells Fargo Center
1700 Lincoln Street, Suite 1450
Denver, CO, 80203-4515

Telephone:  303.837.3581
Fax:  303.832.5705

Indianapolis, IN
201 N Illinois Street, Suite 700
P.O. Box 44790
Indianapolis, IN 46244-0790

Telephone:  317.383.4000
Fax:  317.383.4008

Nadine S. Givens   bio
Senior Managing Advisor
Edward “JR” Humphreys II, CFA®   bio
Senior Managing Advisor
Tiffany Vanhook   bio
Managing Advisor
Scott G. Walloch, CPA, CFP® bio
Supervising Advisor
Daniel D. Meiklejohn,   bio
Senior Advisor

Kansas City, MO
120 W. 12th Street, Suite 1200
P.O. Box 26218
Kansas City, MO 64196-6218

Phone:  816.842.1935
Fax:  816.842.4005

Steve Toomey, CIMA®   bio
Principal
Lynn Mayabb, CFP®   bio
Senior Managing Advisor
Heather Broyles, CFP®   bio
Senior Managing Advisor
Rick Gutman, CFP®   bio
Managing Advisor
Travis Knight, CFP®   bio
Managing Advisor
D. Nicholas Withrow, CFP®   bio
Supervising Advisor
Donald Larsen IV, CFP®   bio
Senior Advisor
Michael Harvey, CFP®   bio
Managing Advisor
Caroline Kallal   bio
Staff Advisor
Justin Cole   bio
Staff Advisor

Little Rock, AR
400 W. Capitol Avenue, Suite 2500
P.O. Box 3217
Little Rock, AR 72203-3217

Phone:  501.375.5200
Fax:  501.372.1250

Michael Loveless, CFP®   bio
Principal
Pamela R. Lamb, CFP®, CTFA, CPA   bio
Managing Advisor
Teressa Rambo, CRPS®, PPCT   bio
Supervising Advisor
Matthew L. Wahl, CFP®, CFA®, CPA   bio
Managing Advisor
Jason Feilke,   bio
Senior Advisor

Springfield, MO
910 E. St. Louis Street, Suite 200
P.O. Box 1190
Springfield, MO 65806-2523

Phone:  800.600.4281
Fax:  417.865.0682

Randal Saul   bio
Associate
Jeff Layman, CFA®   bio
Principal & Chief Investment Officer
Shari Hoffman, CTFA   bio
Senior Managing Advisor
Jeffrey Gann   bio
Managing Advisor
Rhonda Christopher, CPA, CGFM  bio
Managing Advisor
Stephanie Hurt, CFA®   bio
Supervising Advisor
Gretchen Cliburn   bio
Supervising Advisor
Zachary A. Swartz   bio
Staff Advisor
Amy D. Frizzell, AAMS®   bio
Supervising Advisor
 
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