Samantha Lee Dodson

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

• 09/2022 → 02/2024
  Ameriprise Financial Services, Llc
  Manhattan, KS
• 07/2022 → 09/2022
  Sabatka & Co
  Manhattan, KS
• 08/2021 → 07/2022
  Genesis Health Clubs
  Manhattan, KS
• 01/2021 → 08/2021
  Usda Grain & Animal Science
  Manhattan, KS
• 08/2020 → 01/2021
  Ksu Vet Hospital Dispensary
  Manhattan, KS
• 03/2020 → 08/2020
  Wright Redden & Associates
  Coffeyville, KS
• 08/2019 → 03/2020
  Osborn Drug
  Miami, OK
• 01/2016 → 08/2019
  Caney Drug
  Caney, KS
• 03/2024 → Present
  Arvest Wealth Management
  Bartlesville, OK

Previous Registrations

• 2023-10-12 → 2024-03-04
  Ameriprise Financial Services, Llc
  Manhattan, KS

Other Businesses

Caney Golf Course; Not Business Related; County Road 2000, Caney, KS 76333; Golf Course; Concession/Server; Began: 5/14/24; Approx. # of hours you devote to the other business, 7 hour/Mo, 0 during business hours; Work concessions serving food, alcohol and collecting fees for tournaments.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-11

Designations

• Certified Financial Planner

Other Names

• Sami Lee Thompson
• Samantha L Thompson
• Samantha Lee Thompson
• Sami Lee Dodson