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Donny Ray Rogers Jr.

Advisor at Arvest Wealth management — Ft Smith, AR

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

28 years

Location

Ft Smith, AR 72903

Arvest Wealth management logo

Arvest Wealth management

Multi-team

Total advisors

204

Across 30 offices

Clients per advisor

33 Low

Avg AUM per client

$438,982 Low

HNW client ratio

9% Low

About

Donny Rogers Jr. is a CFP® with 28 years of industry experience, currently serving at Arvest Wealth Management in Fort Smith, AR. He has worked at Arvest Wealth Management and Arvest Bank since 2015, splitting his time between the firm’s wealth management services and the bank’s Trust Department. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis, emphasizing tailored strategies to meet clients’ objectives and risk tolerances.

Client services

Based on Arvest Wealth management

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Arvest Wealth management

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance

Occupation focus

Based on Arvest Wealth management

Founder/Business Owner Retired

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Fee options

Fixed

Typically $250 to $1,000 for financial planning services if charged

Project-based

$25 to $100 per hour for financial planning services if charged

Location

See office

Ft Smith, AR

5000 Rogers Ave

Ft Smith AR 72903

Advisors at this office

35

Most active in

Arkansas · Texas

Work history

28 years of industry experience

Arvest Bank

2023 - Present • 3 years

Fort Smith, AR

Arvest Wealth Management

2023 - Present • 3 years

Fort Smith, AR

Arvest Bank

2015 - 2022 • 7 years

Fort Smith, AR

Arvest Wealth Management

2015 - 2022 • 7 years

Fort Smith, AR

Disclosures

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

Business activities & affiliations

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Brian S

Series 65

Alma, AR

QVG, LLC

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.

Active portfolio management Real estate investing Options & derivatives strategies
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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
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Bernie M

CFA®, Series 65, Series 63

Alma, AR

QVG, LLC

Bernie Manard is a CFA® charterholder with 28 years of industry experience. He is currently a principal at QVG, LLC, where he has worked since 2014, and previously held positions at Longboat Key Distributors, Inc. and Achieve Financial Independence. Outside of his advisory role, Manard is a licensed insurance agent and provides group health insurance to small companies through Achieve Financial Independence. QVG, LLC offers discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm uses a quantitative, model-driven investment approach focused primarily on securities from the Russell 3000 and employs derivatives and specialized fixed-income strategies to tailor portfolios for its clients.

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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William E

Series 63, Series 65

Fort Smith, AR

Vertis Wealth, LLC

William Eden is a financial advisor with Vertis Wealth, LLC in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and offering 19 years of industry experience. He has worked at several firms, including TriFound Advisory LLC and Ae Wealth Management LLC, and has operated Eden Financial Group, Inc. since 1983, where he also serves as president and is involved in insurance sales. Vertis Wealth, LLC provides asset management and financial consulting to individuals, charitable organizations, and corporations, emphasizing fundamental analysis and a long-term, value-oriented investment approach combined with strategic asset allocation and regular portfolio reviews.

Options & derivatives strategies
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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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