Christopher Schroeder
Christopher Schroeder is a registered investment advisor at Arvest Wealth Management, based in Tulsa, OK, with 14 years of industry experience. Christopher 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
515 S Boulder Avenue, Suite 100, Tulsa, OK, 74103
Get directionsHistory
Regulatory History (1)
Criminal
March 2001Other Business Activities
Christopher is dually employed by Arvest Bank's Trust Department and Arvest Wealth Management, splitting his time evenly between the two. He also owns several LLCs related to real estate and land, including G&S Properties and Investments, 59 Acres LLC, Patriot Hunt Club, LLC, and Satoshi Acres, LLC, dedicating minimal time to these ventures.
Employment History
Current Registrations
Arvest Wealth ManagementBroker
Arvest Wealth Management
Previous Registrations
Bok Financial Securities, INC.Broker
Bok Financial Advisors
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
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.