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Joseph L

Series 66

Jenks, OK

Arvest Wealth management

Joseph Lienhard is a Series 66-licensed financial advisor at Arvest Wealth Management with four years of industry experience. He has been with Arvest Wealth Management since 2021 and also works at Arvest Bank. Outside of his advisory role, Lienhard provides pitching instruction to youth baseball players through MVP Sports. Arvest Wealth Management offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides portfolio management, retirement plan consulting, and written financial plans, utilizing client-specific Investment Policy Statements to guide recommendations.

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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