William
Deweese

Arvest Wealth Management

CRD#5533217
Investment Advisor
in Siloam Springs, AR

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About this Advisor

William Deweese is a certified financial planner who works in Siloam Springs, Arkansas with a total of 15 years of relevant experience. Deweese is an employee of Arvest Wealth Management. They have spent their whole career at Arvest Wealth Management. Deweese has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arkansas, Kansas, Missouri, Oklahoma and Texas. Arvest Wealth Management is a business based in Rogers, AR. It has offices in 177 locations and a total of 247 people on staff. It has $3 billion in total assets among its 7,899 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 39 charitable organizations. Of its 7,899 customer accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets. 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, fee types billed by Arvest Wealth Management can include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

15 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

1645 Hwy 412 West
Siloam Springs, AR 72761

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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

William Deweese Work History

William has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Arvest Wealth 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 William Deweese 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

Pamela Robison
Springfield, MO
Daniel Robinson
Little Rock, AR
Cory Sloan
Tulsa, OK
Koby Cross
Oklahoma City, OK
Ray Ford
Bentonville, AR
Sasha Gray
Tulsa, OK
Ryan Thomas
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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