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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Richmond Musser is an investment advisor representative at Arvest Wealth Management. Lee is registered with the state of Arkansas, Kansas, Missouri and Oklahoma. Lee has been in the industry since March 2014. Lee holds a Series 65 license. Lee's primary focus is on providing financial planning, pension consulting and portfolio management services to individuals, businesses, charitable organizations and pension and profit-sharing plans. Lee also offers educational seminars and selection of other advisors services to clients.
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.
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KS
11/10/2022 - Present
Arvest Wealth Management (OVERLAND PARK KS)
IA
Issued 11/09/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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