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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 2019-02-19
AR RA APPROVED 2013-03-08
  • TX RA
    APPROVED_RES
    Since 2019-02-19
  • AR RA
    APPROVED
    Since 2013-03-08

Branch Locations

132 North Curtis Avenue, Pea Ridge, AR 72751 • United States

503 Main Street, Cassville, MO 65625 • United States

2761 E Mission Blvd, Fayetteville, AR 72703 • United States

4201 S Jb Hunt Drive, Rogers, AR 72758 • 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 Rogers AR 10/2008 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-07
  • S66 Uniform Combined State Law Examination
    2013-03-07
Other Names
  • Titus Laney

View on SEC IAPD

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