Andrea Sue Kennedy

Arvest Wealth Management

16 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Arvest Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

205 advisors

Number of Clients

6,336 clients

Average Client Portfolio

$446K average

Assets Under Management

$2.8B

Fee Structure

Minimum Investment:$25K

Location

516 East Millsap Road, Suite 203, Fayetteville, AR, 72703

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Andrea is dually employed by Arvest Bank, splitting her time 90/10 between Arvest Bank and Arvest Wealth Management. She also works as a market partner/salesperson for Monat Global, selling cosmetic products, dedicating minimal time to this activity.