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 29 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 28 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 25 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 15 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 19 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 23 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 11 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 13 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 21 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 14 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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