Aaron
Tesavis
Arvest Wealth Management
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About this Advisor
Aaron Tesavis is a certified financial planner who works in Bartlesville, Oklahoma who has 1 year of industry experience. Tesavis is currently employed by Arvest Wealth Management. During their career, the advisor has held roles at Arvest Bank, Arvest Wealth Management, Jp Morgan, Pnc Bank, N.A and Van Winkle Wealth Management. Tesavis is approved to work in Oklahoma. Arvest Wealth Management is an advisory company based out of Rogers, AR. The company has offices in 177 locations and a total of 247 employees. It oversees $3 billion in assets under management among its 7,899 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 39 charities and foundations. Of its 7,899 client accounts, just 6% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm performs 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 management usually vary depending on which service is offered. However, fee types charged by Arvest Wealth Management likely consist 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
Aaron Tesavis Work History
Aaron has been registered as a financial advisor for 1 years.*
Arvest Wealth Management
Arvest Bank
Jp Morgan
Pnc Bank, N.A
Van Winkle 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 Aaron Tesavis 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
Bentonville, AR
Springdale, AR
Springfield, MO
Fort Smith, AR
Little Rock, AR
Shawnee, OK
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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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.
