Joshua
Warner
Arvest Wealth Management
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About this Advisor
Joshua Warner is a financial advisor based in Overland Park, Kansas who has 3 years of industry experience. Warner is an advisor for Arvest Wealth Management. The advisor has gained experience at Arvest Wealth Management, American Century Investments, Demarche Associates, State Of Texas, Tango Software, San Jose State University College and Arvest Bank. Warner has a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Arkansas, Kansas, Missouri and Oklahoma. Arvest Wealth Management is a business based out of Rogers, AR. The firm has offices in 177 locations and a total of 247 advisors. It controls $3 billion in assets under management across its 7,899 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 39 charities and foundations. Of its 7,899 accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets. The business has 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 charged by financial advisors largely depend on which service is provided. Fee types billed by Arvest Wealth Management can consist of any 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
Joshua Warner Work History
Joshua has been registered as a financial advisor for 3 years.*
Arvest Wealth Management
Arvest Bank
American Century Investments
Demarche Associates
State Of Texas
Tango Software
San Jose State University College
*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 Joshua Warner 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
Tulsa, OK
Bentonville, AR
Shawnee, OK
Springfield, MO
Bentonville, AR
Bartlesville, OK
Bentonville, AR
Fort Smith, 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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