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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 2024-12-20
TX RA APPROVED 2023-08-31
AR RA APPROVED 2023-02-14
  • LA RA
    APPROVED
    Since 2024-12-20
  • TX RA
    APPROVED
    Since 2023-08-31
  • AR RA
    APPROVED
    Since 2023-02-14

Branch Locations

5000 Rogers Ave, Ft Smith, AR 72903 • United States

2590 Donaghey Avenue, Conway, AR 72032 • United States

1500 East Harding, Morrilton, AR 72110 • United States

815 North Arkansas Avenue, Russellville, AR 72801 • 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
Edward Jones St Louis MO 12/2018 02/2023
Danny's Electronics Morrilton AR 05/2014 05/2018
Edward Jones Saint Louis MO 05/2018 08/2018
Arkansas Tech University Russellville AR 08/2018 12/2018
Arvest Wealth Management Conway AR 02/2023 04/2024
Arvest Wealth Management Morrilton AR 04/2024 Present
Previous Registrations
  • 2019-03-05 → 2023-02-17
    Morrilton, AR
    St Louis, MO
    North Little Rock, AR
    North Little Rock, AR
    North Little Rock, AR
    Maumelle, AR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-04
  • S66 Uniform Combined State Law Examination
    2019-03-04
Other Names
  • Philip Daniel Gottsponer

View on SEC IAPD

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