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Equal Housing Lender

Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Securities offered and cleared through Pershing LLC, a BNY Mellon company, member NYSE/SIPC. Insurance products made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by unaffiliated insurance companies.

Advisory portfolio managers within Arvest Wealth Management Portfolio Management and Research are investment adviser representatives who provide portfolio management services with respect to certain of Arvest Wealth Management's investment advisory wrap fee programs: Investment Management Group (IMG).

Investments and Insurance Products: Not a Deposit | Not Guaranteed by the Bank or its Affiliates | Not FDIC Insured | Not Insured by Any Federal Government Agency | May Go Down in Value

Client Relationship Summary (Form CRS) & Regulation Best Interest (Reg BI):

Client Relationship Summary (Form CRS)
Regulation Best Interest (Reg BI) Disclosure

Additional Arvest Wealth Management Disclosures are available here.
For more information about FINRA, please visit www.finra.org
For more information about SIPC, please visit www.sipc.org
For more information about the SEC, please visit www.sec.gov

Trust services provided by Arvest Bank.

Arvest Wealth Management home office is located at 913 W. Monroe Lowell, AR 72745; mailing address P.O. Box 1515, Lowell, AR 72745.

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