Kent Wolever, financial advisor Bartlesville OK
96 score

Kent Wolever

CRD Number: 5437777
Current Firm: Morgan Stanley

Kent Wolever (CRD# 5437777) is an Investment Advisor Representative working at Morgan Stanley in Bartlesville, OK and has over 9 years of experience in the finance industry. Kent Wolever 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
Morgan Stanley Private Bank, National Association New York, NY Jun 2017 - Current 1
Morgan Stanley Bartlesville, OK May 2017 - Current 1
Edward Jones St Louis, MO Jun 2008 - May 2017 8
Kent Wolever Lawn Care Service Enid, OK May 1998 - Jun 2008 10
Edward Jones Shawnee, OK Oct 2007 - May 2008 < 1
Executive Cleaning And Restoration Enid, OK Jun 2005 - May 2008 2
Shawnee Soccer Club Shawnee, OK Feb 2005 - May 2008 3
Oklahoma Baptist University Shawnee, OK Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Kent T. Wolever
Phone Number: 914-225-5510
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    598,503
    MILLIONS
  • Total Number of Accounts
    1,610,240
    ACCOUNTS
  • Average Account Value
    $371,685
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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.