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CRD 6062030
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 |
|---|---|---|---|
| KS | RA | APPROVED | 2019-02-15 |
| TX | RA | APPROVED | 2019-02-15 |
| MO | RA | APPROVED | 2017-03-24 |
Branch Locations
911 Ne Sam Walton Lane, Lee'S Summit, MO 64086 • United States
3201 Mcclelland Blvd Suite C, Joplin, MO 64804 • United States
7401 West 135Th Street, Overland Park, KS 66223 • United States
5600 N Broadway, Gladstone, MO 64118 • United States
5630 E Bannister Road, Kansas City, MO 64137 • United States
6300 Nall Avenue, Mission, KS 66202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Bank | Belton | MT | 01/2016 | 12/2016 |
| Arvest Wealth Management | Lee's Summit | MO | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-02 |
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