Nancy Ann Lewis

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

• 09/2014 → 09/2016
  Voya Retirement Advisors
  Little Rock, AR
• 09/2014 → 09/2019
  Voya Financial
  Little Rock, AR
• 09/2016 → 09/2019
  Voya Financial Advisors, Inc.
  Little Rock, AR
• 10/2016 → 01/2017
  Hilton Worldwide
  Carrollton, TX
• 09/2019 → 01/2023
  Stephens Inc.
  Little Rock, AR
• 02/2023 → Present
  Arvest Wealth Management
  Little Rock, AR

Previous Registrations

• 2019-09-16 → 2023-01-31
  Stephens
  Little Rock, AR
• 2016-09-30 → 2019-09-17
  Voya Financial Advisors, Inc.
  Dallas, TX
  Little Rock, AR
• 2007-12-18 → 2016-10-06
  Voya Retirement Advisors, Llc
  Little Rock, AR
• 2005-12-08 → 2006-01-17
  Msi Financial Services, Inc.
  Springfield, MA
  Springfield, MA
• 2004-06-10 → 2005-12-31
  Metlife Investment Fund Services Llc
  Alpharetta, GA
• 2002-08-06 → 2004-06-23
  Citigroup Global Markets Inc.
  Little Rock, AR

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-25
• S63 Uniform Securities Agent State Law Examination
  1998-03-10

Other Names

• Nancy Ann Lewis
• Nancy Ann Schwertfeger
• Nancy Ann Glover
• Nancy Ann Lewis
• Nancy Ann Stroud