Tanya
Wilson
Arvest Wealth Management
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About this Advisor
Tanya Wilson is a financial advisor based in Owasso, Oklahoma, working with Arvest Wealth Management. Tanya has previously held positions at First Bank Of Owasso, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Homemaker, Bank Of Oklahoma, Blessed Baby, Inc, J.P. Morgan Chase Bank, N.A, J.P. Morgan Securities, LLC, and Arvest Wealth Management. Tanya has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arkansas, Kansas, and Oklahoma. Currently, Tanya is part of Arvest Wealth Management, which operates out of Owasso, Oklahoma. The firm has 180 offices and 252 employees. The firm manages assets totaling $2.6 billion and 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Arvest Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arvest Wealth Management Brokerage Details
$2,593,400,723
252
7,674
$337,946
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
Tanya Wilson Work History
Arvest Wealth Management
J.P. Morgan Chase Bank, N.A
J.P. Morgan Securitites, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Homemaker
First Bank Of Owasso
Bank Of Oklahoma
Homemaker
Blessed Baby, Inc
Disclosures
Please visit the SEC profile of Tanya Wilson 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
Bartlesville, OK
Chickasha, OK
Overland Park, KS
Fort Smith, AR
Rogers, AR
Overland Park, KS
Rogers, AR
Bentonville, AR
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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