Lee Richmond Musser

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

• 03/2014 → 09/2016
  State Street Bank
  Kansas City, MO
• 09/2016 → 04/2022
  State Street Bank
  Kansas City, MO
• 04/2022 → 09/2022
  State Street Bank
  Kansas City, MO
• 09/2022 → Present
  Arvest Bank
  Overland Park, KS
• 09/2022 → Present
  Arvest Wealth Management
  Overland Park, KS

Previous Registrations

• 2010-01-05 → 2010-12-16
  Cush Capital Management, Llc
  Overland Park, KS

Other Businesses

1) Dually employed by Arvest Bank's Trust Department, located in Overland Park, KS. I split my time 50%/50% between Arvest Bank and Arvest Wealth Management. 2) Musser Urban Development, LLC; Not Investment Related; 1000 W 67th Street, Kansas City, MO 64113; LLC that houses various Real Estate Investments for my family; Partner/"Member"; Started 11/19/2014; Number of hours during the month you devote to other business = 0 and 0 during trading hours; Duties: Participate in Annual/Ad-Hoc meetings with other family members but do not have an active investment role.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-09