Walter Sullivan
Walter Sullivan is a registered investment advisor at Arvest Wealth Management, based in Rogers, AR, with 26 years of industry experience. Walter 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
5201 Village Parkway, Rogers, AR, 72758
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Regulatory History (1)
Customer Dispute
October 2007Employment History
Current Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
Previous Registrations
Global Atlantic Distributors, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Infinex Investments, INC.Broker
Financial Network Investment CorporationBroker
T.H.E. Financial Group, LTDBroker
The Variable Annuity Marketing CompanyBroker
American General Financial Advisors, INC.Broker
Public Employees Equities Services CompanyBroker
State Registrations1 state
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.