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Arvest Wealth Management CRD 42057
$3.44B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-01 |
| AR | RA | APPROVED | 2024-09-18 |
Branch Locations
913 West Monroe Avenue, Lowell, AR 72745 • United States
7401 West 135Th Street, Overland Park, KS 66223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Arkansas | Fayetteville | AR | 08/2014 | 12/2019 |
| Unemployed | Fayetteville | AR | 12/2019 | 05/2022 |
| Arvest Wealth Management | Rogers | AR | 05/2022 | 11/2022 |
| Arvest Wealth Management | Rogers | AR | 11/2022 | 09/2024 |
| Arvest Wealth Management | Rogers | AR | 09/2024 | 03/2025 |
| Arvest Bank | Rogers | AR | 09/2024 | 03/2025 |
| Arvest Bank | Lowell | AR | 03/2025 | Present |
| Arvest Wealth Management | Lowell | AR | 03/2025 | Present |
Dually employed by Arvest Bank's Trust Department, located in Lowell, AR. I split my time 50%/50% between Arvest Bank and Arvest Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-16 |
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