user avatar

Landon Anderson

Advisor at Arvest Wealth management

Updated today
Arvest Wealth management logo

Firm

Arvest Wealth management

Location

Tulsa, OK 74103

Credentials

Series 66

Industry experience

4 years

About

Landon Anderson is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Royse Construction, Walmart Distribution Center, and various educational institutions. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management through wrap programs and retirement plan consulting tailored to client objectives.

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 Income planning General estate planning guidance

Occupation focus

Based on Arvest Wealth management

Founder/Business Owner Retired

Fee options

Fixed

Typically $250 to $1,000 for financial planning services if charged

Project-based

$25 to $100 per hour for financial planning services if charged

Location

515 S Boulder Avenue, Suite 100

Tulsa, OK 74103

Most active in

Oklahoma · Texas

Work history

Arvest Wealth Management

2023 - Present (3 years)

Arvest Wealth Management

2023 - 2023 (1 year)

Arvest Wealth Management

2021 - 2023 (2 years)

Arvest Bank

2021 - 2023 (2 years)

Royse Construction

2020 - 2021 (1 year)

Walmart Distribution Center

2020 - 2020 (1 year)

East Central University

2019 - 2019 (1 year)

East Central University

2018 - 2020 (2 years)

Oklahoma Baptist Universtiy

2016 - 2018 (2 years)

Stratford High School

2012 - 2016 (4 years)

Abney's

2012 - 2020 (8 years)

Disclosures

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

Business activities & affiliations

user avatar

Marquay B

Series 66

Tulsa, OK

Integra Private Wealth Management, LLC

Passive / index investing Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Professional Athlete Entertainment Industry
user avatar

Robert W

Series 66

Catoosa, OK

Midwest Financial Management, LLC

Active portfolio management Real estate investing

Autumn K

CFP®

Jenks, OK

Styled Wealth

Autumn brings a counselor's heart to her financial planning relationships. With a degree in psychology and multiple years in education as both a teacher and counselor prior to financial advising, Autumn seeks to understand what motivates each person she partners with. Financial planning at Styled Wealth is different - it is custom to a life best lived as defined by the client's priorities, values, and motivations. You care about securing your own future and that of your aging parents or perhaps a child or loved one needing more support that 'traditional' measures? Let's discuss how to do that. You need support balancing many competing priorities of svaing for retiring and saving for a home purchase while wating to have a sufficient emergency and 'bump this' fund all while hopefully ensuring your children are unburdened once they go into the workforce? Bet. Let's see what it takes! Styled Wealth is designed to *collaboratively* guide people toward confident, informed (financial) decisions. We do not charge specifically for investments managed because we know your resources have many competing priorities and want to remain aligned to a solution that best fits your priorities. Autumn has specific knowledge irregular cashflow management, sabbatical planning, financial independence (as in “financial independence, retire early,” or FIRE). Her background as a high school counselor has given her deep experience with college planning, advanced student loan strategies, and even FAFSA and CSS Profile knowledge. Autumn is a five-time Investopedia Top 100 Advisor and is listed on Financial Advisor's 2023 10 Young Advisors to Watch. She is routinely quoted in publications such as Investopedia, CNBC, NerdWallet, CBS News and Fortune. Autumn is involved with the local Teach For America chapter, Junior League community, and a VEST member - a peer network and investment fund for women. She is also a former national Financial Planning Association NexGen President, an association with over 20,000 members. Autumn's personal life strongly influences her ability to communicate as a financial planner. She is a first-generation high school and college graduate. She can relate to people who find personal finance mystifying, and she helps empower them toward a productive relationship with their personal finances. Autumn is a spouse and a mother to two young children, who offer her opportunities to become a better person and communicator each day.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Women Professionals Dual Income Family Gen Y/Millennials (Born 1980-1995)
user avatar

Joshua H

Series 66

Tulsa, OK

Future U Financial Inc.

Options & derivatives strategies Real estate investing Annuities
user avatar

Marcus G

CFP®, CFA®, Series 65

Tulsa, OK

Gibbens Capital Management

Wealth management Business exit / sale strategy
user avatar

Shanda S

CFP®, Series 65

Broken Arrow, OK

Aspen Wealth Planners LLC

Cash flow / budgeting General estate planning guidance General tax planning
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")