Hannah
Bode
Arvest Wealth Management
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About this Advisor
Hannah Bode is a financial advisor based out of Bartlesville, Oklahoma, with 6 years of relevant experience. Bode is currently employed by Arvest Wealth Management. Bode has gained experience at Welch State Bank, Edward Jones and Arvest Wealth Management. Bode has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Arkansas, Kansas, Missouri, New York, Oklahoma and Texas. Arvest Wealth Management is a business based in Rogers, AR. The investment advisory business has offices in 177 locations and a total of 247 employees. It administers $3 billion in assets under management among its 7,899 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 39 charities and foundations. Of its 7,899 customer accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets. Arvest Wealth Management 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 typically vary depending on which services are provided. Fee types charged by Arvest Wealth Management most likely are comprised of any blend 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
Hannah Bode Work History
Hannah has been registered as a financial advisor for 6 years.*
Arvest Wealth Management
Edward Jones
Welch State 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.
Disclosures
Please visit the SEC profile of Hannah Bode 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
Oklahoma City, OK
Bentonville, AR
Bartlesville, OK
Tulsa, OK
Bentonville, AR
Tulsa, OK
Bentonville, AR
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