Emil
Suqi

Arvest Wealth Management

CRD#5715433
Investment Advisor
in Overland Park, KS

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About this Advisor

Emil Suqi is a financial advisor based in Overland Park, Kansas, working with Arvest Wealth Management. Emil has previously held positions at Goldman Sachs And Co, Jacson National Asset Mgmt, Allstate Investments, Guggenheim Insurance, Cibc Bank Usa, Arvest Wealth Management, and Arvest Bank. Emil has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arkansas, Kansas, Missouri, and Oklahoma. Currently, Emil is part of Arvest Wealth Management, which operates out of Overland Park, Kansas. The firm has 180 offices and 252 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Arvest Wealth Management includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Analyst

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

7401 West 135Th Street
Overland Park, KS 66223

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Arvest Wealth Management Brokerage Details

Total Assets Under Management

$2,593,400,723

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

252

KS Average: 42
Total Number of Accounts

7,674

KS Average: 1,714
Average Account Size

$337,946

KS 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

Emil Suqi Work History

2022 - Present (2 years)

Arvest Wealth Management

2022 - Present (2 years)

Arvest Bank

2019 - 2022 (3 years)

Cibc Bank Usa

2017 - 2019 (2 years)

Guggenheim Insurance

2015 - 2017 (2 years)

Allstate Investments

2014 - 2015 (1 year)

Goldman Sachs And Co

2010 - 2014 (4 years)

Jacson National Asset Mgmt

Disclosures

Please visit the SEC profile of Emil Suqi 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

Joshua Warner
Overland Park, KS
Ashley Rucker
Bartlesville, OK
Noah Williams
Oklahoma City, OK
Joseph Lienhard
Jenks, OK
Donny Rogers
Fort Smith, AR
David Biliter
Bentonville, AR
Seth Covey
Chickasha, OK
Dylan Goswick
Lowell, AR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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