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Credentials
Series 66
Experience Industry experience
4 years
Location
Lockwood, MO 65682
Arvest Wealth management
Multi-team
Mandy Winefeldt is a Series 66-licensed financial advisor with Arvest Wealth Management, where she has worked since 2018. She has a total of eight years of experience within the Arvest organization, including eight years at Arvest Bank prior to joining the wealth management team. Arvest Wealth Management provides investment advisory and financial planning services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, with a large team of advisors supporting a range of discretionary and non-discretionary asset management strategies.
Based on Arvest Wealth management
Based on Arvest Wealth management
Typically $250 to $1,000 for financial planning services if charged
$25 to $100 per hour for financial planning services if charged
Lockwood, MO
704 Main Street
Lockwood MO 65682
Advisors at this office
2
Missouri · Texas
4 years of industry experience
Arvest Wealth Management
2018 - Present • 8 years
Lockwood, MO
Arvest Bank
2010 - 2018 • 8 years
Lockwood, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Lockwood, MO
Arvest Wealth management
Luke Taggart is a financial advisor with Arvest Wealth Management holding a Series 66 designation and two years of industry experience. Prior to joining Arvest, he was affiliated with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He has held various roles outside the industry including positions at Schaeffler Group and Leggett & Platt. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a diversified investment approach incorporating fundamental, technical, quantitative, and qualitative analysis, with an emphasis on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.
Series 63, Series 66
Lockwood, MO
Thrivent Investment Management
Jennifer Thieman is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Immanuel Lutheran School for 15 years before joining Thrivent in 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and offering planning without discretionary trading authority. The firm emphasizes comprehensive written recommendations across various financial topics and enables clients to combine planning with managed-account programs under a consolidated billing option.
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