Adrienne Jackson is a CFP-designated registered investment advisor at Arvest Wealth Management, based in Joplin, MO, with 17 years of industry experience. Adrienne 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
3201 Mcclelland Blvd, Suite C, Joplin, MO, 64804
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Regulatory History
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.
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Current Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
State Registrations19 states
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Exams
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