Caleb
Smith
Arvest Wealth Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Caleb Smith is a financial advisor who works in Springdale, Arkansas who has 12 years of relevant experience. Smith is an employee of Arvest Wealth Management. Their career trajectory has included roles at Arvest Asset Management and Arvest Wealth Management. Smith maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Arkansas, Kansas, Missouri, Oklahoma and Texas. Arvest Wealth Management is a firm that has its headquarters in Rogers, AR. The firm has offices in 177 locations and a total of 247 employees. It has $3 billion in assets among its 7,899 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 39 charities and foundations. Of its 7,899 accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in investable assets. Arvest Wealth Management provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice typically depend on which services the firm provides the client. Fees charged by Arvest Wealth Management likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Arvest Wealth Management Brokerage Details
$2,704,710,870
247
7,899
$342,412
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Caleb Smith Work History
Caleb has been registered as a financial advisor for 12 years.*
Arvest Wealth Management
Arvest Asset Management
Arvest Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Caleb Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arvest Wealth Management
Springfield, MO
Springdale, AR
Bella Vista, AR
Little Rock, AR
Bentonville, AR
Springfield, MO
Oklahoma City, OK
Bartlesville, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
