Arvest Wealth Management

Arvest Wealth Management (CRD# 42057) is a financial advisory firm headquartered in Lowell, AR. They manage $1,357,123,212 in 6,456 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,357
    MILLION
  • Total Number of Accounts
    6,456
    ACCOUNTS
  • Average Account Value
    $210,211
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Arvest Wealth Management
Showing 1 - 10 of 185 top financial advisors.
1
David L. Biliter
CRD#: 1690995
921 West Monroe Avenue, Lowell, AR 72745
96
Wealthminder
score

David Biliter (CRD# 1690995) is an Investment Advisor Representative working at Arvest Wealth Management in Lowell, AR and has over 30 years of experience in the finance industry. David Biliter 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.

2
Brian G. Delung
CRD#: 1758893
5000 Rogers Ave, Fort Smith, AR 72903
96
Wealthminder
score

Brian Delung (CRD# 1758893) is an Investment Advisor Representative working at Arvest Wealth Management in Fort Smith, AR and has over 29 years of experience in the finance industry. Brian Delung 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.

3
James M. Dunker
CRD#: 2175548
7401 West 135th Street, Overland Park, KS 66223
96
Wealthminder
score

James Dunker (CRD# 2175548) is an Investment Advisor Representative working at Arvest Wealth Management in Overland Park, KS and has over 26 years of experience in the finance industry. James Dunker 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.

4
Robert L. Frits
CRD#: 4211574
201 Northeast A Street, Bentonville, AR 72712
96
Wealthminder
score

Robert Frits (CRD# 4211574) is an Investment Advisor Representative working at Arvest Wealth Management in Bentonville, AR and has over 16 years of experience in the finance industry. Robert Frits 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.

5
Deann G. Gann
CRD#: 2824089
405 S. Walton Blvd, Bentonville, AR 72712
96
Wealthminder
score

Deann Gann (CRD# 2824089) is an Investment Advisor Representative working at Arvest Wealth Management in Bentonville, AR and has over 20 years of experience in the finance industry. Deann Gann 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.

6
David S. Johnson
CRD#: 1148046
6306 East 101st, Tulsa, OK 74137
96
Wealthminder
score

David Johnson (CRD# 1148046) is an Investment Advisor Representative working at Arvest Wealth Management in Tulsa, OK and has over 24 years of experience in the finance industry. David Johnson 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.

7
Michael E. Peebles
CRD#: 4910804
201 Northeast A Street, Bentonville, AR 72712
96
Wealthminder
score

Michael Peebles (CRD# 4910804) is an Investment Advisor Representative working at Arvest Wealth Management in Bentonville, AR and has over 12 years of experience in the finance industry.

8
Shawn D. Peschke
CRD#: 4610160
9350 S Western, Oklahoma City, OK 73139
96
Wealthminder
score

Shawn Peschke (CRD# 4610160) is an Investment Advisor Representative working at Arvest Wealth Management in Oklahoma City, OK and has over 14 years of experience in the finance industry. Shawn Peschke 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.

9
Donny R. Rogers
CRD#: 2602108
7401 West 135th Street, Overland Park, KS 66223
96
Wealthminder
score

Donny Rogers (CRD# 2602108) is an Investment Advisor Representative working at Arvest Wealth Management in Overland Park, KS and has over 22 years of experience in the finance industry. Donny Rogers 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.

10
Samuel W. Scott
CRD#: 3244383
201 Northeast A Street, Bentonville, AR 72712
96
Wealthminder
score

Samuel Scott (CRD# 3244383) is an Investment Advisor Representative working at Arvest Wealth Management in Bentonville, AR and has over 15 years of experience in the finance industry. Samuel Scott 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.