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93 advisors near
72936
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Out of 400,000+ nationwide
Brian S
Series 65, Series 63
Ft Smith, AR
Arvest Wealth management
Brian Smith is a financial advisor with Arvest Wealth Management in Fort Smith, Arkansas, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Arvest Wealth Management since 2016. Outside of his advisory role, he is joint owner and president of The Vintage Guys, a sports card and memorabilia business that organizes card shows quarterly in Arkansas and Oklahoma. 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-disciplinary investment approach that includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerances.
Darin D
Series 66
Ft Smith, AR
Arvest Wealth management
Darin Drennan is a financial advisor at Arvest Wealth Management in Fayetteville, AR, with 24 years of industry experience. He holds the Series 66 designation and has spent his career primarily with Arvest Wealth Management and Arvest Bank. Outside of his advisory role, he is involved in managing several private businesses unrelated to investments, including property management and self-storage operations. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, serving a diverse client base with both discretionary and non-discretionary asset management.
Britton N
Series 63, Series 65
Ft Smith, AR
Arvest Wealth management
Britton Nowell is a financial advisor with Arvest Wealth Management in Little Rock, AR, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Arvest Wealth Management since 2009. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients, offering portfolio management, retirement plan consulting, and written financial plans.
Jaysa C
Series 66
Ft Smith, AR
Arvest Wealth management
Jaysa Carnal is a financial advisor at Arvest Wealth Management with three years of industry experience. She holds the Series 66 designation and previously worked at Arvest Bank and Arkansas State University. Outside of her advisory role, she creates product showcase videos as an Amazon and TikTok content influencer. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.
Connor Z
Series 66
Ft Smith, AR
Arvest Wealth management
Connor Zimmerman is a financial advisor with Arvest Wealth Management in Ft Smith, AR. He holds a Series 66 designation and has recently transitioned into the advisory field after previous roles at Arvest Bank and earlier experience outside finance. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analysis to create tailored investment strategies aligned with clients’ objectives and risk tolerances.
Jazz S
Series 63, Series 65
Ft Smith, AR
Arvest Wealth management
Jazz Scott is a financial advisor with Arvest Wealth Management in Ft Smith, AR, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Arvest Wealth Management, Jazz worked at Arkansas Federal Credit Union, Stifel, Crews & Associates, Inc., and Stephens Inc. 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 uses a combination of fundamental, technical, quantitative, and qualitative analysis to tailor investment strategies according to clients’ objectives and risk tolerances.
A B
Series 63, Series 66
Greenwood, AR
Huntleigh Advisors, Inc.
A Brown Jr. is a financial advisor with Huntleigh Advisors, Inc. in Greenwood, AR, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 22 years and has been associated with Datatex Investment Services, Inc. and KW Chambers & Co. since 2019. Outside of his advisory role, Brown serves as a volunteer fire captain for the City of Greenwood, a city councilman, and a board member of the Western Arkansas Community Foundation. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, retirement-plan services, and sub-advisory arrangements, employing both model portfolios and customized strategies, including a specialized MindShare Small Companies program focused on micro-, small-, and mid-cap equities using a blend of fundamental and technical analysis.
Heather Y
Series 66
Ft Smith, AR
Arvest Wealth management
Heather Yarbrough is a financial advisor at Arvest Wealth Management with 14 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Arvest in 2024. 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, tailoring recommendations based on Investment Policy Statements and a mix of discretionary and non-discretionary asset management.
Kenneth W
Series 66
Ft Smith, AR
Arvest Wealth management
Kenneth Wasson is a financial advisor at Arvest Wealth Management with 20 years of industry experience. He has been with Arvest Wealth Management since 2008 and holds a Series 66 designation. Outside of his advisory role, he manages a short-term rental business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients, utilizing a range of portfolio management and retirement consulting solutions.
Roberto A
Series 66
Ft Smith, AR
Arvest Wealth management
Roberto Aguilar is a financial advisor at Arvest Wealth Management with one year of industry experience. He holds the Series 66 designation and has prior experience at Edward Jones, Southern Bancorp Bank, and The Ramirez Law Firm. Before entering the financial industry, he worked for six years at Chick-fil-A FSU. 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, retirement plan consulting, and written financial plans, tailoring recommendations based on Investment Policy Statements.
Cody P
Series 66
Ft Smith, AR
Arvest Wealth management
Cody Pugh is a financial advisor at Arvest Wealth Management with 16 years of industry experience. He holds the Series 66 designation and has been with Arvest Wealth Management since 2010. The firm provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. Arvest manages assets through various portfolio management and retirement plan consulting services, with a client-focused approach guided by Investment Policy Statements.
Abigail N
Series 66
Ft Smith, AR
Arvest Wealth management
Abigail Nowell is a Series 66 licensed financial advisor with Arvest Wealth Management in Ft. Smith, Arkansas, bringing four years of industry experience. Prior to joining Arvest in 2020, she worked at Nebraska Book Company and also had a role at Yaya's Euro Bistro. Abigail has a background that includes time at the University of Arkansas. 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 combines fundamental, technical, quantitative, and qualitative analysis in its investment process and manages approximately $3.44 billion in regulatory advisory assets.
Philip G
Series 66
Ft Smith, AR
Arvest Wealth management
Philip Gottsponer is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Arvest Wealth Management since 2023 and previously was with Edward Jones from 2018 to 2023. Prior to his financial services career, he was employed at Danny's Electronics for four years. 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, retirement plan consulting, and written financial plans, with client strategies guided by Investment Policy Statements.
Jeffrey S
ChFC®, Series 63
Ft Smith, AR
Arvest Wealth management
Jeffrey Shelton is a ChFC® credentialed financial advisor with 27 years of industry experience. He has been with Arvest Wealth Management and its related entities since 2004, currently serving at Arvest Wealth Management in Ft Smith, AR. 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, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.
Konnor A
Series 66
Ft Smith, AR
Arvest Wealth management
Konnor Anawaty is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked at Arvest Wealth Management since 2021, with prior experience at DeWayne Trichell State Farm and the University of Arkansas. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm manages approximately $3.44 billion in advisory assets and employs a multi-disciplinary investment process that includes fundamental, technical, quantitative, and qualitative analysis.
Joel A
Series 66
Ft Smith, AR
Arvest Wealth management
Joel Amaro is a financial advisor at Arvest Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates and The Soccer Daily prior to joining Arvest Wealth Management. 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, retirement plan consulting, and written financial plans, serving a broad client base with both discretionary and non-discretionary advisory services.
Jessie Z
Series 66
Ft Smith, AR
Arvest Wealth management
Jessie Zamaripas is a financial advisor with Arvest Wealth Management in Ft. Smith, AR, holding a Series 66 designation and nine years of industry experience. She has worked exclusively within the Arvest organization since 2012, including roles at Arvest Bank and Arvest Wealth Management. 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’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.
Jacob G
CFP®, Series 65
Greenwood, AR
Core Planning
Jacob George is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with Core Planning and previously worked at Cooper Eagle, LLC and J.B. Hunt Transport. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.
William O
Series 63, Series 65
Ft Smith, AR
Arvest Wealth management
William Orr is a financial advisor with Arvest Wealth Management in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Nationwide Investment Services Corp and Voya Financial Advisors, Inc. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.
Mark M
Series 63, Series 65
Fort Smith, AR
STIFEL
Mark Myers is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.
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Finding advisors...
93 advisors near
72936
within the area shown on the map
Out of 400,000+ nationwide