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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 |
|---|---|---|---|
| AR | RA | APPROVED | 2020-02-03 |
Branch Locations
204 S Main Street 4Th Floor, Bentonville, AR 72712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Springfield | MO | 04/2010 | 02/2020 |
| Arvest Bank | Springfield | MO | 06/2014 | 02/2020 |
| Arvest Wealth Management | Bentonville | AR | 02/2020 | 06/2024 |
| Arvest Bank | Bentonville | AR | 02/2020 | 06/2024 |
| Arvest Wealth Management | Bentonville | AR | 06/2024 | Present |
| Arvest Bank | Bentonville | AR | 06/2024 | Present |
Dually employed by Arvest Bank, located in Bentonville, AR. I split my time 70%/30% between Arvest Bank and Arvest Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-09 |
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