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Garrett N. Taylor

Arvest Wealth Management

Joplin, MO

Webb City, MO

CRD 5034931

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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 2019-02-14
MO RA APPROVED 2012-12-19
  • TX RA
    APPROVED
    Since 2019-02-14
  • MO RA
    APPROVED
    Since 2012-12-19

Branch Locations

3201 Mcclelland Blvd Suite C, Joplin, MO 64804 • United States

1515 W Macarthur Dr, Webb City, MO 64870 • 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
Arvest Wealth Management Joplin MO 12/2012 10/2020
Arvest Wealth Management Webb City MO 10/2020 Present
Previous Registrations
  • 2009-09-16 → 2012-12-31
    First Financial Wealth Management, Llc
    Joplin, MO
  • 2007-08-20 → 2012-12-20
    Lpl Financial Llc
    Joplin, MO
    Webb City, MO
  • 2007-01-09 → 2007-08-21
    American General Securities Incorporated
    Webb City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-01-02
S63 Uniform Securities Agent State Law Examination 2006-07-27
  • S65 Uniform Investment Adviser Law Examination
    2007-01-02
  • S63 Uniform Securities Agent State Law Examination
    2006-07-27
Designations
  • Certified Financial Planner
Other Names
  • Garrett N Taylor

View on SEC IAPD

Nearby Firms

CREATIVE FINANCIAL DESIGNS, INC.
EDWARD JONES
CORNERSTONE WEALTH MANAGEMENT, LLC

Nearby Investors

Ashley Regina Franco
Rina R Mehta
JUSTIN SCOTT BOUDREAUX

Nearby Offices

CREATIVE FINANCIAL DESIGNS, INC. · Joplin, MO
EDWARD JONES · JOPLIN, MO
CORNERSTONE WEALTH MANAGEMENT, LLC · Joplin, MO

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