Arvest Wealth Management
Arvest Wealth Management (CRD# 42057) is a financial advisory firm headquartered in Rogers, AR. They manage $2,593,400,723 in 7,674 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management2,593MILLION
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Total Number of Accounts7,674ACCOUNTS
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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
David Morales (CRD# 7151155) is an Investment Advisor Representative working at Arvest Wealth Management in Rogers, AR and has over 4 years of experience in the finance industry.
Lee Musser (CRD# 5710370) is an Investment Advisor Representative working at Arvest Wealth Management in Overland Park, KS and has 1 year of experience in the finance industry.
Daniel Myers (CRD# 3181525) is an Investment Advisor Representative working at Arvest Wealth Management in Oklahoma City, OK and has over 25 years of experience in the finance industry.
Ryan Nelson (CRD# 6344447) is an Investment Advisor Representative working at Arvest Wealth Management in Jacksonville, AR and has over 4 years of experience in the finance industry.
Christon Newkirk (CRD# 6127440) is an Investment Advisor Representative working at Arvest Wealth Management in Bentonville, AR and has over 4 years of experience in the finance industry.
Abigail Nowell (CRD# 7300346) is an Investment Advisor Representative working at Arvest Wealth Management in Siloam Springs, AR and has 1 year of experience in the finance industry.
Edgar Pacheco (CRD# 7531721) is an Investment Advisor Representative working at Arvest Wealth Management in Rogers, AR and has 1 year of experience in the finance industry.
Rupal Poltack (CRD# 6927408) is an Investment Advisor Representative working at Arvest Wealth Management in Bentonville, AR and has over 6 years of experience in the finance industry.
Ryan Rodgers (CRD# 7688118) is an Investment Advisor Representative working at Arvest Wealth Management in Dewey, OK and has 1 year of experience in the finance industry.
Jimmy Rodriguez Quiroz (CRD# 7416723) is an Investment Advisor Representative working at Arvest Wealth Management in Tulsa, OK and has over 2 years of experience in the finance industry.