John Mansfield, financial advisor Bartlesville OK
86 score

John Mansfield

CRD Number: 1448145
Current Firm: H.d. Vest Advisory Services, Inc.

John Mansfield (CRD# 1448145) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Bartlesville, OK and has over 30 years of experience in the finance industry. John Mansfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Aaron Archambo, financial advisor Bartlesville OK
Aaron S. Archambo
CRD# 2587428
Archambo Financial Advisors, Inc.
Score
96
Similar Advisors
Mark Archambo, financial advisor Bartlesville OK
Mark W. Archambo
CRD# 1673061
Dominion Portfolio Management, Inc.
Score
96
Similar Advisors
Tom Barclay, financial advisor Bartlesville OK
Tom K. Barclay
CRD# 2196908
Cetera Advisors LLC
Score
96
Professional Designations
Company Name Location Dates Years
H. D. Vest Advisory Services Tulsa, OK Sep 1994 - Current 22
H.d. Vest Investment Services Bartlesville, OK Aug 1987 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John E. Mansfield
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
86

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.