Arlis
Reuter

Prospera Private Wealth, LLC

CRD#4152168
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Arlis Reuter is a financial advisor based in Oklahoma City, Oklahoma, working with Prospera Private Wealth, LLC. Arlis has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Reuter James Wealth Management. Arlis has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Arlis is part of Prospera Private Wealth, LLC, which operates out of Oklahoma City, Oklahoma. The firm has 3 employees and manages assets totaling $470.1 million. The firm 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, pension consulting services, and selection of other advisers. The fee structure at Prospera Private Wealth, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5025 Gaillardia Corporate Pl Suite C2
Oklahoma City, OK 73142

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Prospera Private Wealth, LLC Brokerage Details

Total Assets Under Management

$470,115,035

OK Average: $681,523,814
Total Number of Employees

3

OK Average: 15
Total Number of Accounts

1,279

OK Average: 642
Average Account Size

$367,565

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Arlis Reuter Work History

2021 - Present (3 years)

Reuter James Wealth Management

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Arlis Reuter 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 Prospera Private Wealth, LLC

Holly Gooch
Oklahoma City, OK
Jeffrey James
Oklahoma City, OK
Arlis Reuter
Oklahoma City, OK

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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