Overland Park, KS Office

Team
Updated today
Arvest Wealth management logo

Arvest Wealth management

Multi-team

Firm-wide stats for Arvest Wealth management

Total advisors

203

Across 30 offices

Clients per advisor

33 Low

Avg AUM per client

$438,982 Low

HNW client ratio

9% Low

About

Arvest Wealth Management (Arvest Investments, Inc.) provides investment advisory services, financial planning, retirement plan consulting, and firm‑sponsored wrap fee programs to a mix of individual investors (including high‑net‑worth clients), employer‑sponsored retirement plans, charitable organizations, and corporate clients. As of December 31, 2025, the firm reported approximately $3.44 billion in regulatory advisory assets under management, supported by 207 advisors and roughly 6,689 clients across its enterprise platform.

The firm’s investment process draws on fundamental, technical, quantitative, and qualitative analysis and emphasizes asset allocation and tailored long‑ and short‑term strategies designed to match clients’ objectives and risk tolerances. While Arvest offers discretionary portfolio management, its Form ADV shows about $997.5 million managed on a discretionary basis versus total advisory AUM of roughly $3.44 billion, indicating that a substantial portion of client assets are managed on a non‑discretionary basis.

Arvest is a wholly owned subsidiary of Arvest Bank and is registered both as an SEC investment adviser and as a FINRA‑member broker‑dealer (member SIPC), and many advisors hold dual registrations and insurance licenses, creating operational links to banking and insurance affiliates. The brochure discloses an ongoing reassignment of retirement plan consulting engagements to Arvest Bank’s Trust Department (begun in the third quarter of 2024), an internal restructuring that may change how plan services are delivered while not intended to alter scope or fees.

Based on Arvest Wealth management

Expertise

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance

Based on Arvest Wealth management

Occupation focus

Founder/Business Owner Retired

Based on Arvest Wealth management

Location

7401 West 135th Street

Overland Park KS 66223

Advisors at this office

8

Advisors at this office

user avatar

Andrew G

Series 63, Series 66

Overland Park, KS

Arvest Wealth management

Andrew Goos is a financial advisor with Arvest Wealth Management, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Arvest Wealth Management since 2017 and previously worked at Arvest Bank. 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 employs a multi-faceted investment process that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and strategies tailored to clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

Lee M

Series 65

Overland Park, KS

Arvest Wealth management

Lee Musser is a Series 65-licensed financial advisor with Arvest Wealth Management in Overland Park, KS, bringing four years of industry experience. He previously worked at State Street Bank from 2016 to 2022. Musser also holds a dual role at Arvest Bank’s Trust Department. 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 emphasizing asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

Nefthaniil P

Series 63, Series 66

Overland Park, KS

Arvest Wealth management

Nefthaniil Perez is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Arvest in 2026, Perez worked at Northwestern Mutual in various roles from 2020 to 2026 and at State Farm from 2015 to 2020. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, retirement plans, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process emphasizing asset allocation and customized strategies to align with clients’ objectives and risk profiles.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

Darius R

Series 63, Series 66

Overland Park, KS

Arvest Wealth management

Darius Rawlings is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and having two years of industry experience. He previously worked at Northwestern Mutual and has been dually employed by Arvest Bank and Arvest Wealth Management since 2025. Outside of his advisory role, Rawlings works part-time as a weekend server at Nicklaus Golf Club. 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 multiple analysis methods and emphasizes asset allocation and customized strategies aligned with client objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

Clay N

Series 66

Overland Park, KS

Arvest Wealth management

Clay Nickel is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding a Series 66 designation and 18 years of industry experience. He has worked with Arvest Bank and Arvest Wealth Management since 2014, splitting his time equally between the bank’s Trust Department 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, tailoring recommendations based on client objectives and Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

Joshua W

Series 65

Overland Park, KS

Arvest Wealth management

Joshua Warner is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding a Series 65 credential and six years of industry experience. He has worked at Arvest Bank and Arvest Wealth Management since 2019 and previously at American Century Investments and Demarche Associates. Warner splits his time evenly between Arvest Bank’s Trust Department and 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, managing a mix of discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

Dakota M

Series 66

Overland Park, KS

Arvest Wealth management

Dakota Mc Kinsey is a financial advisor at Arvest Wealth Management with the Series 66 designation and one year of industry experience. Prior to joining Arvest Wealth Management, Dakota held positions at Arvest Bank and several other organizations across different sectors. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, nonprofits, and corporations. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis in its investment process, managing approximately $3.44 billion in assets for over 6,600 clients.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

James M

Series 63, Series 66

Overland Park, KS

Arvest Wealth management

James Mcneill is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and having nine years of industry experience. He previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC before joining Arvest in 2017. Mcneill serves as a board member for Kymel Inc., a nonprofit focused on supporting children with childhood cancer and their siblings, where he helps organize fundraising and community outreach. Arvest Wealth Management provides investment advisory, financial planning, and retirement plan consulting services to individuals, employer-sponsored plans, nonprofits, and corporate clients. The firm employs a multifaceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerance.

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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