Kevin
Lacewell

Arvest Wealth Management

CRD#4260534
Investment Advisor
in Bentonville, AR

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About this Advisor

Kevin Lacewell is a certified financial planner who works in Bentonville, Arkansas with 10 years of relevant experience. Lacewell works at Arvest Wealth Management. Over the course of their career, they have held roles at Arvest Wealth Management and Arvest Bank. Lacewell maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arkansas. Arvest Wealth Management is a registered investment firm headquartered in Rogers, AR. It has offices in 177 locations and a total of 247 financial advisors. It manages $3 billion in assets among its 7,899 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 39 charitable organizations. Of its 7,899 accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Arvest Wealth Management performs 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 advisory services largely vary depending on which services the firm provides the client. However, fees billed by Arvest Wealth Management most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

201 Northeast A Street
Bentonville, AR 72712

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Arvest Wealth Management Brokerage Details

Total Assets Under Management

$2,704,710,870

AR Average: $880,205,985
Total Number of Employees

247

AR Average: 42
Total Number of Accounts

7,899

AR Average: 1,714
Average Account Size

$342,412

AR Average: $513,539

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

Kevin Lacewell Work History

Kevin has been registered as a financial advisor for 10 years.*

2023 - Present (1 year)

Arvest Bank

2023 - Present (1 year)

Arvest Wealth Management

2013 - 2022 (9 years)

Arvest Wealth Management

2013 - 2022 (9 years)

Arvest Bank

*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 Kevin Lacewell 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

Bradley Blankenship
Bentonville, AR
Carlous Noschese
Bella Vista, AR
Pamela Robison
Springfield, MO
Cory Sloan
Tulsa, OK
Allen Wagner
Little Rock, AR
Daniel Robinson
Little Rock, AR
Randall Hopson
Bartlesville, OK
Ray Ford
Bentonville, AR

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.

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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.

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