Timothy Kirk Israel

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

• 01/2013 → Present
  Arvest Wealth Management
  Shawnee, OK

Other Businesses

1. ZH Cattle, LLC 1/6th owner, but not manager. Start date January 2019. Hours per month devoted to business approximately 4, 0 during trading hours. Duties will be director of the business, on the board. 2. ZH Ranch Inc, Family Ranch Real Estate, 1/6th owner, Secretary and board member for the business. Located in Cimarron County, OK. 0 hours during trading hours. Doesn't represent more than 10% of time or income. Grandfather set up ZH Ranch In to hold real estate for the family to ease the transition of assets to successive generations. Until he passes the ZH Ranch Inc will hold no assets.

Exams

• S66 Uniform Combined State Law Examination
  2009-10-07

Designations

• Certified Financial Planner

Other Names

• Kirk Israel