Kathleen Verkamp (CRD# 2901434) is an Investment Advisor Representative working at Arvest Wealth Management in Bentonville, AR and has over 26 years of experience in the finance industry.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arvest Wealth Management | Bentonville, AR | Sep 2022 - Current | 1 |
| Arvest Bank | Rogers, AR | Apr 2022 - Sep 2022 | < 1 |
| Arvest Wealth Management | Rogers, AR | Apr 2022 - Sep 2022 | < 1 |
| Arvest Wealth Management | Lowell, AR | Jun 2021 - Apr 2022 | < 1 |
| Arvest Bank | Lowell, AR | Jun 2021 - Apr 2022 | < 1 |
| Homemaker | Rogers, AR | Mar 2020 - May 2021 | 1 |
| Lencred | Bentonville, AR | Oct 2018 - Mar 2020 | 1 |
| Homemaker | Rogers, AR | Feb 2018 - Oct 2018 | < 1 |
| Venture Fuel, Inc. | Rogers, AR | Oct 2014 - Feb 2018 | 3 |
| Homemaker | Cherry Hill, NJ | Feb 2003 - Oct 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- AR
- KS
- MO
- OK
- TX
-
Total Assets Under Management2,593MILLIONS
-
Total Number of Accounts7,674ACCOUNTS
-
Average Account Value$337,946
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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, WY
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