Best Investors Account Sign in
Inactive

James Frederick Arens

Allegiant Wealth Advisors, LLC

Tulsa, OK

CRD 7921383

Claim This Profile
Employer firm

Allegiant Wealth Advisors, LLC CRD 330239

$1.17B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Allegiant Wealth Advisors, Llc

4200 East Skelly Drive Suite 620, Tulsa, OK 74135 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-19
OK RA APPROVED 2024-07-26
  • TX RA
    APPROVED
    Since 2025-03-19
  • OK RA
    APPROVED
    Since 2024-07-26

Branch Locations

4200 East Skelly Drive Suite 620, Tulsa, OK 74135 • 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
Allegiant Wealth Advisors, Llc Tulsa OK 07/2024 Present
Trust Company Of Oklahoma Tulsa OK 05/1997 08/2023
The Hardesty Companies Tulsa OK 09/2023 07/2024
  • 07/2024 → Present
    Allegiant Wealth Advisors, Llc
    Tulsa, OK
  • 05/1997 → 08/2023
    Trust Company Of Oklahoma
    Tulsa, OK
  • 09/2023 → 07/2024
    The Hardesty Companies
    Tulsa, OK
Designations
  • Chartered Financial Analyst
Other Names
  • Jim Arens

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
PINNACLE INVESTMENT ADVISORS

Nearby Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK

More in Tulsa, OK

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor