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Joshua Clark Warner

Arvest Wealth Management

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About Joshua Clark Warner

Joshua Clark Warner is an Investment Advisor Representative with Arvest Wealth Management. Joshua has been in the industry since 2014 and holds a Series 65 license. Joshua is registered in Arkansas, Kansas, Missouri, and Oklahoma. Joshua is also employed by Arvest Bank's Trust Department in Overland Park, KS, where he splits his time 50%/50% between Arvest Bank and Arvest Wealth Management. Arvest Wealth Management offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Joshua Warner is currently registered with Arvest Wealth Management. Arvest Wealth Management is a corporation formed in July 1996 and headquartered in Rogers, Arkansas. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. With a focus on comprehensive financial planning, Arvest Wealth Management serves a wide range of clients, including individuals, families, businesses, trusts, and retirement plans. Arvest Wealth Management offers a wrap fee program and has offices throughout Arkansas, Oklahoma, Missouri, and Kansas. The firm has been registered with the SEC and in all 50 states.
Arvest Wealth Management

5201 VILLAGE PARKWAY

ROGERS, AR 72758

$2.59B

Assets Under Management

168

Total Clients

226

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Warner’s Registration & Firm History

KS

03/03/2020 - Present

Arvest Wealth Management (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 12/27/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Clark Warner.
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