Rhonda
Sorensen
Arvest Wealth Management
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About this Advisor
Rhonda Sorensen is a financial advisor based out of Springfield, Missouri with a total of 7 years of industry experience. Sorensen works at Arvest Wealth Management. During their career, Sorensen has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Arvest Wealth Management and Arvest Bank. Sorensen maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Missouri and New York. Arvest Wealth Management is a firm that has its headquarters in Rogers, AR. The company has offices in 177 locations and a total of 247 employees. It has $3 billion in assets across its 7,899 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 39 charitable organizations. Of its 7,899 client accounts, just 6% are held by high-net-worth investors who have more than $1 million in investable assets. The firm performs a diverse assortment 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 typically are based on the type of services. However, fees billed by Arvest Wealth Management likely include 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
Rhonda Sorensen Work History
Rhonda has been registered as a financial advisor for 7 years.*
Arvest Wealth Management
Arvest Bank
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*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 Rhonda Sorensen 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
Oklahoma City, OK
Bentonville, AR
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Springdale, AR
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Little Rock, AR
Tulsa, OK
Bella Vista, 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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