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Arvest Wealth Management Disclosures

Important Disclosure Information

  • Business Continuity Plan
  • Client Relationship Summary (Form CRS) & Regulation Best Interest (Reg BI)
    • Client Relationship Summary (Form CRS)
    • Regulation Best Interest (Reg BI) Disclosure
  • Fee Schedule
  • Margin Disclosure
    • Arvest Wealth Management
    • Pershing
  • Disclosures of Order Routing Information
    • Wells Fargo Clearing Services
    • Raymond James
    • Pershing (Type "Arvest Wealth Management" in the search field on the following page)
  • Arvest Wealth Management Investment Product Disclosures
  • Arvest Wealth Management Advisory Disclosures
    • Arvest Wealth Management - Form ADV Part 2A
    • Arvest Wealth Management - Form ADV Part 2A, Appendix 1
  • Third Party Advisory Portfolios Disclosures
    • Form ADV Part 2A, Lockwood Advisors Inc.
  • Cash Sweeps Disclosure
  • Federated Government Reserves Summary Prospectus
  • Federated U.S. Treasury Cash Reserves Summary Prospectus
  • Goldman Sachs Financial Square Government Summary Prospectus
  • Goldman Sachs Financial Square Treasury Obligations Summary Prospectus
  • Reich and Tang Liquid Insured Deposits Terms and Conditions
  • Reich and Tang Liquid Insured Deposits Program Bank List
  • Electronic Communications Disclosures for Arvest Wealth Management
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Copyright © 2021 Arvest Bank. All Rights Reserved.

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

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.
The Investment Management Group (IMG) is comprised of Arvest Wealth Management registered investment adviser representatives who provide portfolio management services with respect to certain of Arvest Wealth Management's investment advisory wrap fee programs.
Trust services provided by Arvest Bank.

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