Unclaimed
Robert Craig Spears is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Mariner Wealth, where he provides financial planning, portfolio management, and other services. Robert has a broad range of experience, having previously worked for a number of other firms, including Cetera Investment Services LLC, Arvest Wealth Management, TIAA-CREF Individual & Institutional Services, LLC, and Arvest Asset Management. Robert is also a licensed insurance agent.
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.
Family office services
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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2
AR
07/16/2024 - Present
Mariner Wealth (Fayetteville AR)
AR
02/07/2024 - 07/08/2024
CETERA INVESTMENT SERVICES LLC (FAYETTEVILLE AR)
AR
07/06/2018 - 12/04/2023
ARVEST WEALTH MANAGEMENT (Rogers AR)
KS
11/08/2013 - 06/14/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LAWRENCE KS)
AR
11/02/2006 - 01/19/2012
ARVEST ASSET MANAGEMENT (BENTONVILLE AR)
KS
05/02/2002 - 08/18/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (WICHITA KS)
MO
01/01/2002 - 03/20/2002
BKD FINANCIAL L.L.C. (SPRINGFIELD MO)
MO
06/30/1999 - 03/01/2000
WEDGEWOOD PARTNERS, INC. (ST. LOUIS MO)
MO
09/05/1997 - 05/06/1999
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
FL
06/07/1995 - 09/12/1995
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MO
05/08/1995 - 06/01/1995
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
BOTH
Issued 12/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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