William
Oligher

Arvest Wealth Management

CRD#6528649
Investment Advisor
in Bentonville, AR

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About this Advisor

William Oligher is a certified financial planner and chartered financial consultant working in Bentonville, Arkansas with a total of 5 years of industry experience. Oligher is currently employed by Arvest Wealth Management. The advisor has gained experience at Arvest Wealth Management, Arvest Bank and Playcare Inc. Oligher maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arkansas. Arvest Wealth Management is an advisory company headquartered in Rogers, AR. The investment advisory business has offices in 177 locations and a total of 247 financial advisors. It oversees $3 billion in total assets between its 7,899 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 39 charitable organizations. Of its 7,899 client accounts, just 6% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Arvest Wealth Management provides a number 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 for financial advisory services typically are based on which service is offered. Fees charged by Arvest Wealth Management can consist of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

5 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

William Oligher Work History

William has been registered as a financial advisor for 5 years.*

2022 - Present (2 years)

Arvest Bank

2022 - Present (2 years)

Arvest Wealth Management

2021 - 2022 (1 year)

Arvest Wealth Management

2021 - 2022 (1 year)

Arvest Bank

2020 - 2021 (1 year)

Arvest Wealth Management

2020 - 2021 (1 year)

Arvest Bank

2019 - 2020 (1 year)

Arvest Wealth Management

2019 - 2020 (1 year)

Arvest Bank

2018 - 2019 (1 year)

Arvest Bank

2018 - 2019 (1 year)

Arvest Wealth Management

2017 - 2018 (1 year)

Arvest Wealth Management

2015 - 2017 (2 years)

Arvest Wealth Management

2014 - 2015 (1 year)

Arvest Bank

2012 - 2014 (2 years)

Playcare Inc

*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 Oligher 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

Ryan Thomas
Bentonville, AR
Aaron Tesavis
Bartlesville, OK
Koby Cross
Oklahoma City, OK
Elizabeth Hutcheson
Springdale, AR
Daniel Robinson
Little Rock, AR
Ray Ford
Bentonville, AR
Timothy Israel
Shawnee, 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.

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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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