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Denise Marie Beckmann

Arvest Wealth Management

Lowell, AR

Rogers, AR

CRD 2690713

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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
TX RA APPROVED_RES 2019-02-14
AR RA APPROVED 2015-06-25
  • TX RA
    APPROVED_RES
    Since 2019-02-14
  • AR RA
    APPROVED
    Since 2015-06-25

Branch Locations

913 West Monroe Avenue, Lowell, AR 72745 • United States

4201 S Jb Hunt Drive, Rogers, AR 72758 • 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 Asset Management Rogers AR 06/2015 Present
  • 06/2015 → Present
    Arvest Asset Management
    Rogers, AR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-07
S63 Uniform Securities Agent State Law Examination 1998-08-24
  • S65 Uniform Investment Adviser Law Examination
    1999-10-07
  • S63 Uniform Securities Agent State Law Examination
    1998-08-24
Other Names
  • Denise Marie Zagula
  • Denise Marie Byrd

View on SEC IAPD

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