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James Mazzanti

Advisor at Arvest Wealth management

Updated today
Arvest Wealth management logo

Firm

Arvest Wealth management

Location

Lowell, AR 72745

Credentials

Series 66

Industry experience

13 years

About

James Mazzanti is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation and 13 years of industry experience. He has worked at Arvest Wealth Management and Arvest Bank since 2016 and previously held positions at Wells Fargo Advisors and Wells Fargo Bank. He is dually employed by Arvest Bank, splitting his time between the bank and the wealth management firm. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, serving a broad client base with both discretionary and non-discretionary asset management.

Client services

Based on Arvest Wealth management

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Arvest Wealth management

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Cash flow / budgeting

Occupation focus

Based on Arvest Wealth management

Founder/Business Owner

Fee options

Fixed

$250 to $1,000 for financial planning services

Project-based

$25 to $100 per hour for financial planning services

Location

913 West Monroe Avenue

Lowell, AR 72745

Most active in

Arkansas

Work history

Arvest Wealth management

2016 - Present (10 years)

Arvest Bank

2016 - Present (10 years)

Wells Fargo Advisors

2016 - 2016 (1 year)

Wells Fargo Bank

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Chris P

CFP®

Bentonville, AR

Pape Financial

Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.

Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Established Professionals Gen X (Born 1965-1980)
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Johnathan K

CFA®, Series 65

Bentonville, AR

Krueger Asset Management, LLC

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Steven H

Series 65

Centerton, AR

Hoffman Capital Management, LLC

Active portfolio management Options & derivatives strategies
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Stephen C

Series 65

Rogers, AR

Steve Chastain Wealth Management LLC

Wealth management
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Jacqueline R

CFP®, Series 63, Series 66

Bentonville, AR

Elevated Wealth LLC

Cash flow / budgeting Retirement income strategy Tax strategies for small businesses College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Jessica H

CFP®, Series 66

Bentonville, AR

Do Wealth Different

Cash flow / budgeting Charitable giving & philanthropy
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