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Gretchen Daphyne Brewer is a financial advisor with Arvest Wealth Management. Gretchen has been in the financial services industry since August 2007. Gretchen is registered with FINRA and the state of Arkansas. Gretchen specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Arvest Wealth Management is a financial advisory firm that has been in business since 1990. Arvest Wealth Management has offices in Rogers, Arkansas and Fort Smith, Arkansas. Arvest Wealth Management provides financial planning, portfolio management, and other financial advisory services to individuals, businesses, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AR
08/22/2012 - Present
Arvest Wealth Management (Rogers AR)
BOTH
Issued 08/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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