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317 advisors near
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Amy K
Series 63, Series 65
Fayetteville, AR
Stephens
Amy Knight is a financial advisor at Stephens with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stephens since 2002. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research, utilizing both bottom-up and top-down investment strategies.
Scott F
Series 66
Lowell, AR
Arvest Wealth management
Scott Fiser is a financial advisor at Arvest Wealth Management in Springdale, Arkansas, with 19 years of industry experience. He holds a Series 66 designation and has been with Arvest Asset Management since 2006. 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 broad client base with a mix of discretionary and non-discretionary asset management.
James L
Series 66
Lowell, AR
Arvest Wealth management
James Leech Jr. is a financial advisor at Arvest Wealth Management in Lowell, Arkansas. He holds the Series 66 designation and has been with Arvest since 2025. Prior to joining the firm, he was involved with various athletics organizations including the University of Arkansas Athletics and the Razorback Sports Network. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base including individuals, employer-sponsored plans, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.
Ryan N
Series 66
Fayetteville, AR
Arvest Wealth management
Ryan Nelson is a financial advisor with Arvest Wealth Management in Fayetteville, Arkansas, holding a Series 66 credential and eight years of industry experience. He has worked at Arvest Wealth Management and Arvest Bank since 2018, with prior experience at Jackson National Life Distributors LLC and TAE. Nelson is dually employed by Arvest Bank's Centralized Marketing Department, splitting his time between the bank and the wealth management firm. 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.
Andrea K
Series 66
Fayetteville, AR
Arvest Wealth management
Andrea Kennedy is a Series 66-licensed financial advisor with 16 years of industry experience. She has been with Arvest Wealth Management since 2020 and is also dually employed at Arvest Bank in Fayetteville, Arkansas. Outside of financial services, she is involved in marketing and selling cosmetic products through Monat Global on a limited basis. 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 asset management structured to accommodate both discretionary and non-discretionary mandates.
Reese R
Series 66
Lowell, AR
Arvest Wealth management
Reese Roberts is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation. He has one year of industry experience and has worked at Arvest Wealth Management in various capacities since 2024. Prior to entering the financial services industry, he held positions at J.B. Hunt Inc. and Stevens Transport. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis with a focus on asset allocation and customized strategies aligned with clients’ objectives and risk tolerance.
Allen W
Series 66
Lowell, AR
Arvest Wealth management
Allen Wagner is a Series 66-credentialed financial advisor at Arvest Wealth Management with 16 years of industry experience. He has worked at Arvest Wealth Management and Arvest Bank since 2016 and is dually employed by Arvest Bank's Trust Department, splitting his time between the two. Arvest Wealth Management serves individual investors, retirement plans, charitable organizations, and corporate clients, managing a mix of discretionary and non-discretionary assets totaling approximately $3.44 billion as of the end of 2025. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.
Ryan R
Series 65
Rogers, AR
Waterloo Capital
Ryan Roark is a financial advisor at Waterloo Capital with two years of industry experience. He holds a Series 65 designation and previously worked at Tyson Foods, Encore Bank, Chili's, and Harrison Energy Partners. Roark is also licensed in life and health insurance and serves as a paraplanner through Lighthouse Financial in Rogers, AR. Waterloo Capital is an SEC-registered multi-team advisory firm serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm manages approximately $2.26 billion across 2,600 clients, employing a long-term, fundamental analysis-based investment approach with customized portfolios and access to third-party sub-advisers and a wide range of investment tools.
Tho H
Series 65
Lowell, AR
Arvest Wealth management
Tho Ho is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 65 designation and two years of industry experience. He is dually employed by Arvest Bank's Trust Department, splitting his time evenly between the bank and the wealth management firm. He has been with Arvest Wealth Management and Arvest Bank since 2022. 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 with an emphasis on customized asset allocation and strategies aligned with clients’ objectives and risk tolerances.
Christopher G
Series 63, Series 65, Series 66
Lowell, AR
Arvest Wealth management
Christopher Golden is a financial advisor at Arvest Wealth Management with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Arvest Wealth Management since 2014. 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.
Colton N
Series 66
Lowell, AR
Arvest Wealth management
Colton Nix is a financial advisor with Arvest Wealth Management in Lowell, AR, holding a Series 66 designation and seven years of industry experience. He has worked extensively within Arvest Wealth Management and Arvest Bank throughout his career, splitting his time evenly between both entities. 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 customized strategies to align with clients’ objectives and risk tolerance.
Nikola K
Series 66
Springdale, AR
Cornerstone Wealth Management, LLC
Nikola Krickovic is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Cornerstone Wealth Management since 2018 and is also affiliated with LPL Financial. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a blend of fundamental, quantitative, and qualitative analysis across various investment types and offers services through multiple advisory programs and operational DBAs.
Andrew S
Series 66
Fayetteville, AR
Arvest Wealth management
Andrew Skinner is a financial advisor with Arvest Wealth Management in Fayetteville, AR, holding a Series 66 designation and 16 years of industry experience. His career includes roles at PNC Investments before joining Arvest Wealth Management in 2017. 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, with client teams tailoring recommendations based on Investment Policy Statements.
Rachel H
Series 63, Series 66
Fayetteville, AR
Arvest Wealth management
Rachel Harris is a financial advisor at Arvest Wealth Management with 25 years of industry experience. She has been with Arvest Asset Management since 2001 and holds Series 63 and Series 66 licenses. 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 range of analytical approaches and emphasizes asset allocation and tailored strategies to meet clients’ objectives and risk tolerances.
Hunter A
Series 66
Lowell, AR
Arvest Wealth management
Hunter Alexander is a financial advisor at Arvest Wealth Management with three years of industry experience. He holds the Series 66 designation and has worked in various roles at Arvest Wealth Management and Arvest Bank since 2023. Outside of his advisory role, he instructs swim lessons and provides aquatic personal training. Arvest Wealth Management offers 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 combines fundamental, technical, quantitative, and qualitative analysis to provide customized investment strategies aligned with clients’ objectives and risk tolerances.
Hunter H
Series 66
Fayetteville, AR
Stephens
Hunter Harrison is a financial advisor at Stephens with a Series 66 designation and four years of industry experience. His prior roles include positions at Legacy National Bank and various educational institutions, including the University of Arkansas and Mississippi State University. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, and municipal entities. The firm employs both bottom-up security selection and top-down fixed-income strategies across multiple programs and maintains an integrated broker-dealer and investment banking platform.
Scott C
Series 66
Fayetteville, AR
Arvest Wealth management
Scott Cain is a financial advisor at Arvest Wealth Management with 19 years of industry experience. He has been with Arvest Wealth Management since 2017 and previously worked at Arvest Asset Management, Raymond James Financial, and Banc of America Investment Services. Cain serves as a board member of the nonprofit ministry Fellowship of Christian Athletes. 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 includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies according to clients’ objectives and risk tolerances.
Alan C
Series 63, Series 65
Fayetteville, AR
Simplicity wealth
Alan Cantrell is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Krueger & Catalano Capital Partners LLC and Retirement Strategies Group LLC. Outside of his advisory work, Cantrell manages a golf simulator business designed to help improve players' games. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are monitored and rebalanced regularly, along with advisory support and operational technology solutions primarily for other advisers.
Destin J
Series 66
Springdale, AR
Arvest Wealth management
Destin Johnson is a financial advisor with Arvest Wealth Management in Springdale, Arkansas, holding a Series 66 designation and seven years of industry experience. His career includes roles at Cetera, Regions Bank, Infinex Investments, and Northwestern Mutual. He is dually employed by Arvest Bank, dividing his time between the bank and wealth management. Arvest Wealth Management provides investment advisory, 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 asset allocation and investment strategies tailored to client objectives and risk tolerances.
Maria O
Series 66
Fayetteville, AR
Arvest Wealth management
Maria Obispo is a financial advisor with Arvest Wealth Management in Lowell, AR, holding a Series 66 designation and 10 years of industry experience. She has worked at Arvest Wealth Management and Arvest Bank since 2008. Outside of her advisory role, she serves as treasurer for the Washington County S.A.L.T. Council, a nonprofit organization. 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 services guided by Investment Policy Statements.
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Finding advisors...
317 advisors near
72703
within the area shown on the map
Out of 400,000+ nationwide