Anne Luke Boozer

Arvest Wealth Management

33 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Arvest Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

205 advisors

Number of Clients

6,336 clients

Average Client Portfolio

$446K average

Assets Under Management

$2.8B

Fee Structure

Minimum Investment:$25K

Location

1515 South Utica Ave, Tulsa, OK, 74104

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History

Regulatory History (1)

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Customer Dispute

April 2008

Closed-No Action

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Other Business Activities

Anne is a partner at Transmarinus Partners, LLC, a boat charter business, since 2021. She dedicates minimal time to this activity.

Employment History

Current Registrations

Arvest Wealth Management

September 2021 - Present · 4 yrs 5 mos

Arvest Wealth ManagementBroker

September 2021 - Present · 4 yrs 5 mos

Previous Registrations

Nationwide Investment Advisors, LLC

April 2013 - September 2021 · 8 yrs 5 mos

Nationwide Investment Services CorporationBroker

May 2007 - September 2021 · 14 yrs 4 mos

MML Investors Services, INC.Broker

August 2003 - May 2007 · 3 yrs 9 mos

E*trade Advisory Services, INC.

June 2002 - June 2003 · 1 yr

E*trade Securities LLCBroker

February 2002 - June 2003 · 1 yr 4 mos

J.J.B. Hilliard, W.L. Lyons, INC.Broker

September 1991 - June 1995 · 3 yrs 9 mos

Delta Life Securities, INC.Broker

March 1988 - December 1988 · 9 mos

United Financial Investments, INC.Broker

October 1986 - October 1986 · 0 mos

American Express Financial Advisors INC.Broker

February 1985 - September 1991 · 6 yrs 7 mos

Ids Financial Services INC.Broker

February 1985 - June 1986 · 1 yr 4 mos

State Registrations4 states

ARKSMOOK

AdvisorBrokerBoth

Exams

No exam information available for this advisor.