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Brian Sledz

Advisor at QVG, LLC

Updated today

Location

Alma, AR

Credentials

Series 65

Industry experience

15 years

About

Brian Sledz is a financial advisor at QVG, LLC in Alma, Arkansas, holding a Series 65 credential with 15 years of industry experience. He has been with QVG, LLC since 2010. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts, utilizing a quantitative and rule-based investment process. The firm offers a range of portfolio management strategies, including equity dividend, income, REIT, multi-asset, and special situations approaches.

Client services

Based on QVG, LLC

Portfolio management

Expertise

Based on QVG, LLC

Active portfolio management Real estate investing Options & derivatives strategies

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Fee options

Percentage

$50,000 - $500,000: 2.00% of assets under management $500,000 - $3,000,000: 1.25% of assets under management $3,000,000+: 1.00% of assets under management

Other

Account minimum: $50,000

Location

Alma, AR

Most active in

Arkansas · Florida · Illinois · Texas

Work history

QVG, LLC

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

David C

Series 63

Fort Smith, AR

October Wealth Advisors, Inc

David Craig is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, with 25 years of industry experience. He holds a Series 63 designation and has been with October Wealth Advisors since 2010. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and employs fundamental, technical, and cyclical analyses, emphasizing diversification and disciplined portfolio management, particularly in fixed-income investments.

General retirement planning Income planning
user avatar

Bernie M

CFA®, Series 63, Series 65

Alma, AR

QVG, LLC

Bernie Manard is a CFA® charterholder with 27 years of industry experience, currently serving as an advisor at QVG, LLC. His prior roles include positions at Longboat Key Distributors, Inc. and Ridgeway & Conger, Inc., as well as running Achieve Financial Independence for 25 years, where he provided group health insurance to small companies. QVG, LLC offers discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts, using a quantitative, rule-based investment process across equities, REITs, fixed income, and options strategies. The firm employs proprietary ranking systems and macroeconomic inputs to guide portfolio management and may adjust allocations to manage volatility.

Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Jon Erik G

Series 65

Fort Smith, AR

October Wealth Advisors, Inc

Jon Erik Garrido is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, holding a Series 65 designation with 10 years of industry experience. He has been with October Wealth Advisors since 2013 and also operates a lawn and landscaping business. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on client-specific financial planning and employs a strategic asset allocation approach with an emphasis on diversification, fixed-income management, and disciplined security selection.

General retirement planning Income planning
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Luke L

Series 66

Rudy, AR

Van Clemens Wealth Management, LLC

Luke Lewis is a financial advisor with Van Clemens Wealth Management, LLC and holds the Series 66 designation. He is based in Rudy, Arkansas, and is part of a team of 26 advisors at the firm. No additional career background or outside activities were provided. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing both in-house management and third-party managers.

Annuities Private / alternative investments Options & derivatives strategies Business ownership considerations Retirement income strategy Founder/Business Owner Executive Retired
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Eric E

Series 66

Ft Smith, AR

Arvest Wealth management

Eric Eidson is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has been with Arvest Wealth Management and its related entities since 2015. Outside of advising, he serves as vice president of a private behavioral health practice operated by his wife, contributing limited time to the business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, tailoring solutions based on Investment Policy Statements and managing a mix of discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Edgar P

Series 66

Ft Smith, AR

Arvest Wealth management

Edgar Pacheco is a financial advisor at Arvest Wealth Management in Springdale, AR, holding a Series 66 credential with three years of industry experience. He has worked within various roles at Arvest Bank and Arvest Wealth Management since 2019. In addition to his financial services career, he serves in the Arkansas National Guard. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management and retirement plan consulting, tailoring recommendations based on client objectives and Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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