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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
TX RA APPROVED_RES 2026-07-02
OK RA APPROVED 2022-01-28
  • TX RA
    APPROVED_RES
    Since 2026-07-02
  • OK RA
    APPROVED
    Since 2022-01-28

Branch Locations

5000 Rogers Ave, Ft Smith, AR 72903 • United States

410 S Elm, Jenks, OK 74037 • United States

600 S Main Street, Sapulpa, OK 74066 • United States

222 W 5Th Street, Okmulgee, OK 74447 • United States

110 S First Street, Eufaula, OK 74432 • United States

101 S 3Rd Street, Mcalester, OK 74501 • United States

155 E 150Th Place South, Glenpool, OK 74033 • 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
Kansas City Royals Idaho Falls ID 06/2019 10/2019
Arvest Wealth Management Tulsa OK 09/2021 04/2022
Oklahoma State University Stillwater OK 03/2015 06/2019
Unemployed Wichita KS 10/2019 07/2020
Joliet Slammers Joliet IL 07/2020 09/2020
Unemployed Tulsa OK 09/2020 09/2021
Arvest Wealth Management Sapulpa OK 04/2022 03/2023
Arvest Wealth Management Glenpool OK 03/2023 Present
Arvest Bank Glenpool OK 01/2026 Present
  • 06/2019 → 10/2019
    Kansas City Royals
    Idaho Falls, ID
  • 09/2021 → 04/2022
    Tulsa, OK
  • 03/2015 → 06/2019
    Oklahoma State University
    Stillwater, OK
  • 10/2019 → 07/2020
    Unemployed
    Wichita, KS
  • 07/2020 → 09/2020
    Joliet Slammers
    Joliet, IL
  • 09/2020 → 09/2021
    Unemployed
    Tulsa, OK
  • 04/2022 → 03/2023
    Sapulpa, OK
  • 03/2023 → Present
    Glenpool, OK
  • 01/2026 → Present
    Arvest Bank
    Glenpool, OK
Other Businesses

1) Dually employed by Arvest Bank, located in Glenpool, OK. I split my time 25%/75% between Arvest Bank and Arvest Wealth Management 2) MVP Sports; Not Investment Related; Located at: 12808 S Memorial Drive, Suite 207, Bixby, OK; Pitching Lessons; Instructor; began 9/15/25; approx 2 hours a week/50 per year, Tuesdays & Thursdays; zero during business hours; Giving pitching instruction to kids ranging from 8-16.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-28
  • S66 Uniform Combined State Law Examination
    2022-01-28
Other Names
  • Joe Henry Lienhard

View on SEC IAPD

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