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218 advisors near
72701
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Out of 400,000+ nationwide
Keith W
Series 63, Series 65
Fayetteville, AR
Stephens
Keith Westmoreland is a financial advisor at Stephens with 22 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes four years at Merrill before joining Stephens in 2009. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and municipal entities. The firm utilizes multiple investment committees and programs, combining bottom-up and top-down strategies with integrated broker-dealer and investment banking capabilities.
Edward Z
Series 63, Series 66
Fayetteville, AR
Arvest Wealth management
Edward Zimmermann is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Zimmermann also has experience with Ashford University-Online. 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, managing a mix of discretionary and non-discretionary assets.
Adrienne K
Series 63, Series 66
Fayetteville, AR
Arvest Wealth management
Adrienne Kersey is a financial advisor with Arvest Wealth Management in Fayetteville, AR, holding Series 63 and Series 66 credentials and nine years of industry experience. She previously worked at Paychex, Inc. and Paychex Securities Corporation before joining Arvest Wealth Management in 2019. Adrienne is also a shareholder in a non-public family-owned bank. 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 multifaceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and strategies tailored to client objectives and risk tolerances.
Brett S
Series 66
Fayetteville, AR
Capital Analysts
Brett Stockland is a financial advisor with Capital Analysts in Fayetteville, AR, holding the Series 66 designation and having nine years of industry experience. His prior work includes roles at Lincoln Investment and Thrivent Financial. In addition to his advisory work, he is involved in fixed insurance sales, covering life, health, and disability insurance. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.
Joshua C
Series 66
Fayetteville, AR
Arvest Wealth management
Joshua Coody is a financial advisor with Arvest Wealth Management in Fayetteville, AR, holding a Series 66 designation and 12 years of industry experience. His career has been exclusively with Arvest entities since 2015. Outside of his advisory role, he is a manager of AKJ Holdings, LLC, a non-investment business involved in real property. 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, serving a broad client base through a mix of discretionary and non-discretionary asset management.
Byron G
Series 66
Fayetteville, AR
Arvest Wealth management
Byron Galloway is a financial advisor at Arvest Wealth Management with eight years of industry experience. He holds a Series 66 designation and has been with Arvest since 2015, including roles at both Arvest Wealth Management and Arvest Bank. He is dually employed by Arvest Bank and divides his time primarily there. 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 employs a comprehensive investment process that incorporates multiple analytical approaches and emphasizes asset allocation tailored to clients’ objectives and risk tolerances.
Ryan T
Series 66
Fayetteville, AR
Arvest Wealth management
Ryan Thomas is a financial advisor at Arvest Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has been with Arvest Wealth Management since 2015. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses a blend of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.
Clint M
CFP®, Series 63, Series 66
Fayetteville, AR
Arvest Wealth management
Clint Morris is a CFP® professional with 15 years of experience, currently serving as a financial advisor at Arvest Wealth Management. He has been with Arvest since 2016 in various roles. Outside of his advisory work, he teaches fitness classes at Fit.1. 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 approach that includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients' objectives and risk tolerances.
Megan G
ChFC®, Series 66
Fayetteville, AR
Stephens
Megan Gray is a financial advisor at Stephens with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Stephens in 2023, she worked for Edward Jones from 2016 to 2023. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up and top-down investment strategies across various programs and offers integrated broker-dealer and investment banking services.
Logan O
Series 66
Fayetteville, AR
Stephens
Logan Orr is a financial advisor at Stephens with two years of industry experience. He holds a Series 66 designation and previously worked at Taylor Farms, Strategic Financial Partners, Ben and Jerry's, and Stout Executive Search, LLC. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm’s approach combines bottom-up security selection with top-down fixed-income management across various programs and offers integrated broker-dealer and investment banking services.
Zachary S
Series 65
Fayetteville, AR
Wealth Watch Advisors, Inc
Zachary Stively is a financial advisor at Wealth Watch Advisors, Inc. with one year of industry experience. He holds the Series 65 designation and has previously worked at NJM Wealth Preservation Strategies and Walker Brothers. Wealth Watch Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical methods in managing portfolios, utilizing third-party model managers and offering access to approved alternative private placements for eligible investors.
Benjamin L
Series 66
Fayetteville, AR
Arvest Wealth management
Benjamin Laney is a Series 66 licensed financial advisor with Arvest Wealth Management in Lowell, Arkansas, where he has worked since 2008. He has 13 years of industry experience. 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, retirement plan consulting, and written financial plans.
Mark D
CFP®, Series 63, Series 65
Fayetteville, AR
Stephens
Mark Dutton is a Certified Financial Planner® with 42 years of industry experience. He has been with Stephens since 2009 and has a longstanding role at Cenark Cable TV Limited Partnership that began in 1983. Outside of his advisory work, he is a 50% owner of R & B Aviation LLC, which owns a Cessna 182 aircraft. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, supported by multiple investment programs and an integrated broker-dealer and investment banking platform.
Edwin A
Series 63, Series 65
Fayetteville, AR
Arvest Wealth management
Edwin Alas is a financial advisor with Arvest Wealth Management, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Arvest Wealth Management since 2005. Outside of his advisory role, he owns Ala Sea LLC, a residential real estate rental 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, retirement plan consulting, and written financial plans, with client solutions guided by Investment Policy Statements and varying levels of discretionary management.
Jerry S
Series 66
Fayetteville, AR
Arvest Wealth management
Jerry Suskind is a financial advisor with Arvest Wealth Management, holding a Series 66 designation and eight years of industry experience. His career includes roles at Arvest Wealth Management and Arvest Bank, as well as Edward Jones and Bankers Life & Casualty. 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 a client service model guided by Investment Policy Statements.
Tianna P
Series 66
Fayetteville, AR
Arvest Wealth management
Tianna Piland is a Series 66 licensed financial advisor with 13 years of industry experience. She has been with Arvest Wealth Management since 2012, currently serving clients from the Mountain Home, Arkansas office. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a client-team approach to recommend services and model allocations based on Investment Policy Statements, managing a mix of discretionary and non-discretionary assets.
Ruth N
Series 66
Fayetteville, AR
Stephens
Ruth Niehues is a financial advisor at Stephens with 11 years of industry experience. She holds a Series 66 designation and has been with Stephens since 2015. Outside of her advisory role, she owns a non-investment-related rental property in Fayetteville, Arkansas. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and municipal entities. The firm employs both bottom-up security selection and top-down fixed-income strategies across multiple sponsored programs and maintains an integrated broker-dealer and investment banking presence.
Colby J
Series 66
Fayetteville, AR
Arvest Wealth management
Colby Jacobs is a financial advisor at Arvest Wealth Management with nine years of industry experience. He holds the Series 66 designation and has worked with Arvest in various capacities since 2015. 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, managing a mix of discretionary and non-discretionary assets.
Mindy C
Series 66
Fayetteville, AR
Arvest Wealth management
Mindy Craig is a Series 66 licensed financial advisor with Arvest Wealth Management in Lowell, Arkansas, where she has worked since 2014, including eight years in advisory roles. Prior to her current position, she was employed at Arvest Bank. Outside of her advisory work, she manages a residential rental property. 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, tailoring recommendations based on client objectives and Investment Policy Statements.
Tyler H
Series 65
Springdale, AR
Advisory Services Network
Tyler Harris is a financial advisor with Advisory Services Network, holding a Series 65 designation and two years of industry experience. Prior to joining Advisory Services Network, he worked at Cornerstone Advisors LLC and has been involved with Harris Insurance & Financial Services since 2022. He is also a member of several investment groups. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies and implementation options tailored to client objectives.
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Finding advisors...
218 advisors near
72701
within the area shown on the map
Out of 400,000+ nationwide