Tulsa, OK South Main Mall Office

Team
Updated today
Arvest Wealth management logo

Arvest Wealth management

Multi-team

Firm-wide stats for Arvest Wealth management

Total advisors

204

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

502 South Main Mall

Tulsa OK 74103

Advisors at this office

27

Advisors at this office

user avatar

Bradley S

Series 66

Tulsa, OK

Arvest Wealth management

Bradley Soliman is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds the Series 66 designation and has worked at Arvest Wealth Management since 2021, following a brief tenure at Inspire Financial Group. Outside of his advisory role, he has been involved in education, working at Northeastern State University since 2017 and previously at Tahlequah High School. 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, managing both 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

Ashley R

Series 66

Tulsa, OK

Arvest Wealth management

Ashley Rucker is a financial advisor at Arvest Wealth Management in Bartlesville, OK, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Arvest Bank and Red Apple Bowling Center. 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, 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
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Sasha G

Series 63, Series 66

Tulsa, OK

Arvest Wealth management

Sasha Gray is a financial advisor at Arvest Wealth Management in Tulsa, OK, holding Series 63 and Series 66 licenses with 12 years of industry experience. Prior to joining Arvest Wealth Management, Sasha worked at LPL Financial LLC/Financial Planning Resources and Fidelity Investments. Outside of advisory work, Sasha is the owner of a non-investment related business called Gnome Place Like Home. 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 client solutions tailored to specific objectives and implemented through various program structures.

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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John K

Series 63, Series 66

Tulsa, OK

Arvest Wealth management

John Kiosterud is a financial advisor at Arvest Wealth Management in Norman, OK, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Arvest Asset Management since 2002. 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 combination 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
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Blake K

CFP®, Series 66

Tulsa, OK

Arvest Wealth management

Blake Keeley is a CFP® and holds a Series 66 license with 20 years of industry experience. He has been with Arvest Wealth Management since 2010. Keeley serves on the board of Goodwill Tulsa, contributing to organizational decision-making. 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.

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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Christopher E

Series 66

Tulsa, OK

Arvest Wealth management

Christopher Endres is a Series 66-licensed financial advisor with five years of industry experience. He currently works at Arvest Wealth Management in Tulsa, OK, where he has held various roles since 2018. His prior experience includes positions at Central Bank, AACE Capital, Bank of Oklahoma, and Paycom Software. 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 multifaceted investment approach that incorporates fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned 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
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Samuel W

CFP®, Series 66

Tulsa, OK

Arvest Wealth management

Samuel Wier is a CFP® certificant and Series 66 license holder with five years of industry experience. He has worked at Arvest Wealth Management since 2021, following roles at Arvest Bank, Cox Communications, and Crest Foods. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, retirement plans, charitable organizations, and corporate clients. The firm manages over $3 billion in assets and employs a multi-disciplinary investment approach that incorporates fundamental, technical, quantitative, and qualitative analysis.

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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Tanya W

CFP®, Series 63, Series 66

Tulsa, OK

Arvest Wealth management

Tanya Wilson is a CFP® with eight years of industry experience currently serving at Arvest Wealth Management and Arvest Bank in Tulsa, OK. She previously worked at J.P. Morgan Chase and Bank of America, among other firms. Wilson is a board member of the University of Tulsa Friends of Finance, where she contributes to event planning and student mentoring. 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 uses a combination of fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned 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
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Seth C

Series 66

Tulsa, OK

Arvest Wealth management

Seth Covey is a financial advisor with Arvest Wealth Management in Lawton, Oklahoma, holding a Series 66 designation and six years of industry experience. He has been with Arvest Wealth Management since 2019, following two years at Arvest Bank and prior work experience including Harps Food Stores. Outside of his advisory role, he is involved in property acquisition and management through several privately held companies. Arvest Wealth Management provides investment advisory and financial planning services to individuals, 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
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Tammy B

Series 63, Series 65, Series 66

Tulsa, OK

Arvest Wealth management

Tammy Blair is a financial advisor at Arvest Wealth Management in Tulsa, OK, holding Series 63, 65, and 66 licenses with 29 years of industry experience. She has been with Arvest Wealth Management 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 through wrap programs, retirement plan consulting, and written financial plans, with a client-focused approach guided by 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

Christopher S

Series 66

Tulsa, OK

Arvest Wealth management

Christopher Schroeder is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 license and 15 years of industry experience. He has worked at Arvest Wealth Management and Arvest Bank since 2018 and previously at BOK Financial Securities, Inc. Schroeder is also dually employed by Arvest Bank's Trust Department and is involved in several private LLCs holding land and hunting property. 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 combining fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned 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

Timothy I

CFP®, Series 66

Tulsa, OK

Arvest Wealth management

Timothy Israel is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Arvest Wealth Management since 2013. He holds the Series 66 designation and is based in Shawnee, Oklahoma. Outside of his advisory role, he is a board member and part-owner of ZH Cattle, LLC and ZH Ranch Inc, a family ranch real estate 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 a client-focused approach guided by Investment Policy Statements.

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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Timothy W

CFP®, Series 63, Series 66

Tulsa, OK

Arvest Wealth management

Timothy Wyatt is a CFP® with 29 years of experience in the financial industry, currently serving at Arvest Wealth Management in Tulsa, OK. He 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 individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment process combining fundamental, technical, quantitative, and qualitative analysis to tailor strategies according 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

Barry R

Series 63, Series 66

Tulsa, OK

Arvest Wealth management

Barry Rooker is a financial advisor at Arvest Wealth Management with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Arvest Wealth Management since 2020, following prior roles at Arvest Bank and Bank of Oklahoma. Outside of his advisory role, he is involved as a manager in several family-owned commercial real estate entities in Oklahoma. 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

Carrie C

CFP®, Series 63, Series 65

Tulsa, OK

Arvest Wealth management

Carrie Coles is a CFP®-certified financial advisor with 24 years of industry experience. She has been with Arvest Wealth Management in Tulsa, OK, since 2008. Outside of her advisory role, she serves as the treasurer for the Cascia Hall Parent Faculty Association, managing budgets and financial tracking for the 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 strategies guided by Investment Policy Statements and a mix of discretionary and non-discretionary asset management.

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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