Advisor at Arvest Wealth management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arvest Wealth management
Location
Owasso, OK 74055
Credentials
CFP®, Series 63, Series 66
Industry experience
7 years
Tanya Wilson is a CFP® professional with seven years of experience in the financial services industry. She is currently affiliated with Arvest Wealth Management and Arvest Bank in Tulsa, OK, where she divides her time between wealth management and banking. Her prior experience includes roles at J.P. Morgan Securities, J.P. Morgan Chase Bank, Bank of America, Merrill, and First Bank of Owasso. Wilson serves as a board member of the University of Tulsa Friends of Finance, contributing to the selection of executive speakers and mentoring students. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.
Based on Arvest Wealth management
Based on Arvest Wealth management
$250 to $1,000 for financial planning services
$25 to $100 per hour for financial planning services
13716 E 106th Street N
Owasso, OK 74055
Oklahoma
Arvest Bank
2024 - Present (2 years)
Arvest Wealth Management
2022 - Present (4 years)
J.P. Morgan Securitites, Llc
2020 - 2022 (2 years)
J.P. Morgan Chase bank, N.A.
2020 - 2022 (2 years)
Bank of America, N.A.
2018 - 2020 (2 years)
Merrill
2018 - 2020 (2 years)
Homemaker
2018 - 2018 (1 year)
First Bank of Owasso
2016 - 2017 (1 year)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Tulsa, OK
Integra Private Wealth Management, LLC
Series 66
Catoosa, OK
Midwest Financial Management, LLC
CFP®, CFA®, Series 65
Tulsa, OK
Gibbens Capital Management
Series 63, Series 65
Tulsa, OK
Fg Wealth Management
CFP®, Series 65
Tulsa, OK
C.E.C. Wealth Management
Series 63, Series 66
Tulsa, OK
Collective Wealth, LLC
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