Rhonda Lee Sorensen

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → Present
  Arvest Wealth Management
  Springfield, MO
• 06/2016 → Present
  Arvest Bank
  Springfield, MO

Previous Registrations

• 2013-05-21 → 2016-06-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS
  Springfield, MO
  Clayton, MO
  Bloomfield Hills, MI
• 2012-07-03 → 2013-04-25
  Valic Financial Advisors, Inc.
  Overland Park, KS
• 2009-04-20 → 2011-07-07
  Umb Financial Services, Inc.
  Springfield, MO
• 2003-02-04 → 2009-04-15
  Banc Of America Investment Services, Inc.
  Springfield, MO
  Springfield, MO

Other Businesses

Dually employed by Arvest Bank, located in Springfield, MO. I split my time 90%/10% between Arvest Bank and Arvest Wealth Management.

Exams

• S66 Uniform Combined State Law Examination
  2003-02-03

Other Names

• Rhonda L Rogers
• Rhonda Lee Rogers
• Rhonda L Sorensen
• Rhonda Lee Sorensen
• Rhonda Sorensen