Cassandra Jo Bartlett
Investment adviser representative at Arvest Wealth Management
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Arvest Wealth ManagementAug 2026 to now
- Charles Schwab Bank, SsbSep 2019 to Jul 2026
- Charles Schwab & Co., Inc.May 2018 to Jul 2026
- Ameriprise Financial Services IncFeb 2018 to Apr 2018
- Bartlett, IncJun 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Arvest Wealth Management
Legal name: Arvest Investments, Inc.
$3.4BAssets managed
6,810Clients
204Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4125429
- Firm CRD
- 42057