Last edited 1:35 p.m., Nov. 5, 2012BKD Wealth Advisors LLC has reached the $2 billion mark for assets under management.
“BKD Wealth Advisors is fortunate to have reached this pinnacle considering the ongoing market volatility. This is not only an achievement for BKD Wealth Advisors, but for all of BKD," said Jack Thurman, president of the Springfield-based wealth management services subsidiary of BKD LLP, in a news release.
To recognize the milestone, BKD Wealth Advisors has committed to making a roughly $4,000 donation to the American Cancer Society's Patient Transportation Program, which gives $50 gas cards to cancer patients traveling for treatment. The donation was made in honor of Lisa Workman and Ed Crumm, two BKD partners who died after battles with cancer.
In September, BKD Wealth Advisors was listed for the fifth year in a row on Accounting Today's list of the Top Firms by Assets Under Management. The subsidiary, which employs 35, had the ninth highest amount of assets under management - $1.95 billion at the time - on the 2012 list, according to
Springfield Business Journal archives.