Anne Boozer is a registered investment advisor at Arvest Wealth Management, based in Tulsa, OK, with 34 years of industry experience. Anne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 6,336 clients with $2.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Arvest Wealth Management's financial planning fees are determined based on the nature of the services and the complexity of the client's circumstances. Fees can be calculated on an hourly basis, ranging from $25 to $100 per hour, or on a fixed fee basis, typically ranging from $250 to $1,000, depending on the specific arrangement.
Location
1515 South Utica Ave, Tulsa, OK, 74104
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Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Anne is a partner at Transmarinus Partners, LLC, a boat charter business, since 2021. She dedicates minimal time to this activity.
Employment History
Current Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
Previous Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
MML Investors Services, INC.Broker
E*trade Advisory Services, INC.
E*trade Securities LLCBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Delta Life Securities, INC.Broker
United Financial Investments, INC.Broker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.