Arvest Wealth Management

Investment Advisor
in Tulsa, OK

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About this Advisor

Cory Sloan is a financial advisor operating out of Tulsa, Oklahoma, with a total of 8 years of relevant experience. Sloan is an employee of Arvest Wealth Management. Throughout their career, Sloan has worked at Arvest Bank and Arvest Wealth Management. Sloan has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Arkansas, Kansas, Missouri, New York, Oklahoma and Texas. Arvest Wealth Management is a financial advisory company operating out of Rogers, AR. The company has offices in 177 locations and a total of 247 employees. It controls $3 billion in assets across its 7,899 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 39 charitable organizations. Of its 7,899 customer accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a wide set 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 charged by financial advisors largely are based on the type of services provided. Fee types charged by Arvest Wealth Management likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

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

6306 East 101St
Tulsa, OK 74137

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Arvest Wealth Management Brokerage Details

Total Assets Under Management


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


OK Average: 42
Total Number of Accounts


OK Average: 1,714
Average Account Size


OK 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

Cory Sloan Work History

Cory has been registered as a financial advisor for 8 years.*

2014 - Present (10 years)

Arvest Wealth Management

2013 - 2014 (1 year)

Arvest Bank

*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.


Please visit the SEC profile of Cory Sloan 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

Timothy Israel
Shawnee, OK
Elizabeth Hutcheson
Springdale, AR
Carlous Noschese
Bella Vista, AR
Ray Ford
Bentonville, AR
Randall Hopson
Bartlesville, OK
Allen Wagner
Little Rock, AR
Kevin Lacewell
Bentonville, AR
Koby Cross
Oklahoma City, OK

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

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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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