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Employer firm

Arvest Wealth Management CRD 42057

$3.44B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Arvest Wealth Management

913 W Monroe Avenue, Lowell, AR 72745 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-12-20
TX RA APPROVED_RES 2019-02-15
AR RA APPROVED 2007-02-13
  • LA RA
    APPROVED
    Since 2024-12-20
  • TX RA
    APPROVED_RES
    Since 2019-02-15
  • AR RA
    APPROVED
    Since 2007-02-13

Branch Locations

1645 Hwy 412 West, Siloam Springs, AR 72761 • United States

2761 E Mission Blvd, Fayetteville, AR 72703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arvest Asset Management Siloam Springs AR 07/2001 Present
  • 07/2001 → Present
    Arvest Asset Management
    Siloam Springs, AR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-12
S63 Uniform Securities Agent State Law Examination 2001-08-28
  • S66 Uniform Combined State Law Examination
    2007-02-12
  • S63 Uniform Securities Agent State Law Examination
    2001-08-28
Other Names
  • Rachel Huzy
  • Rachel Arlene Adkins
  • Rachel Arlene Adkins

View on SEC IAPD

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