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Arvest Wealth Management CRD 42057
$3.44B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2019-09-10 |
Branch Locations
6306 East 101St, Tulsa, OK 74137 • United States
7401 West 135Th Street, Overland Park, KS 66223 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Missouri City | TX | 06/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Missouri City | TX | 11/2016 | 08/2019 |
| Arvest Wealth Management | Tulsa | OK | 08/2019 | 01/2021 |
| Arvest Wealth Management | Tulsa | OK | 01/2021 | 08/2024 |
| Arvest Wealth Management | Broken Arrow | OK | 08/2024 | 01/2026 |
| Arvest Wealth Management | Broken Arrow | OK | 02/2025 | 01/2026 |
| Arvest Wealth Management | Tulsa | OK | 01/2026 | Present |
| Arvest Bank | Tulsa | OK | 01/2026 | Present |
Dually employed by Arvest Bank's Trust Department, located in Tulsa, OK. I split my time 50%/50% between Arvest Bank and Arvest Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-25 |
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