Rhonda Sorensen is a registered investment advisor at Arvest Wealth Management, based in Springfield, MO, with 23 years of industry experience. Rhonda 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
2835 E Battlefield, Springfield, MO, 65804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rhonda is dually employed by Arvest Bank in Springfield, MO. She splits her time 90% at Arvest Bank and 10% at Arvest Wealth Management.
Employment History
Current Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Umb Financial Services, INC.
Umb Financial Services, INC.Broker
Umb Financial Services, INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations5 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.