Blake Keeley is a CFP-designated registered investment advisor at Arvest Wealth Management, based in Wagoner, OK, with 21 years of industry experience. Blake is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,810 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning hourly rate — ranging from $25 to $100 per hour depending on the complexity of the client's situation
- Fixed fee financial planning — ranging from $250 to $1,000 depending on the specific arrangement reached with the client
Location
1521 West Highway 51, Wagoner, OK, 74467
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Blake jointly owns land and a cabin with friends through River Trees LLC and manages loan obligations and Airbnb listings for Shepley Holdings LLC, a rental real estate business, dedicating a few hours per week. Blake also serves as a board member for Goodwill Tulsa, guiding organizational decisions and spending minimal time on this activity.
Employment History
Current Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
Previous Registrations
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
State Registrations27 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.
Exams
More Advisors
- David FrostArvest Wealth Management