Robert
Spears
Arvest Wealth Management
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About this Advisor
Robert Spears is a financial advisor based in Fort Smith, Arkansas with a total of 5 years of industry experience. Spears is currently employed by Arvest Wealth Management. Throughout their career, Spears has worked at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Kansas State University Foundation, Arvest Wealth Management and Arvest Bank. Spears has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to serve investors in Arkansas, Kansas, Missouri and Oklahoma. Arvest Wealth Management is a registered investment business that has its headquarters in Rogers, AR. The company has offices in 177 locations and a total of 247 employees. It controls $3 billion in assets under management among its 7,899 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 39 charities and foundations. Of its 7,899 accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a wide array of services, including 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 charged by financial advisors largely are based on which service is provided. However, fees charged by Arvest Wealth Management can consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Robert Spears Work History
Robert has been registered as a financial advisor for 5 years.*
Arvest Wealth Management
Arvest Bank
Arvest Wealth Management
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Kansas State University Foundation
*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 Robert Spears 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
Fort Smith, AR
Bentonville, AR
Bella Vista, AR
Springfield, MO
Shawnee, OK
Oklahoma City, OK
Tulsa, OK
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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