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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
LA RA APPROVED 2024-11-18
TX RA APPROVED_RES 2019-01-17
AR RA APPROVED 2016-06-27
  • LA RA
    APPROVED
    Since 2024-11-18
  • TX RA
    APPROVED_RES
    Since 2019-01-17
  • AR RA
    APPROVED
    Since 2016-06-27

Branch Locations

2619 Highway 62E, Mountain Home, AR 72653 • United States

2761 E Mission Blvd, Fayetteville, AR 72703 • 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 Bentonville AR 03/2016 09/2017
Arvest Wealth Management Rogers AR 09/2017 12/2018
Arvest Wealth Management Mountain Home AR 01/2019 Present
Other Businesses

Teaches fitness classes at Fit.1. Start date 07-01-2020, does not represent more than 10% of time, 0 hours during trading hours. Approximate income per month $2400.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-27
S63 Uniform Securities Agent State Law Examination 2011-02-12
  • S66 Uniform Combined State Law Examination
    2016-06-27
  • S63 Uniform Securities Agent State Law Examination
    2011-02-12
Designations
  • Certified Financial Planner

View on SEC IAPD

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