Quinn Robert Arnold
Investment adviser representative at Arnold and Mote Wealth Management
20 yearsExperience
2 statesRegistered in
$168.2MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Arnold and Mote Wealth ManagementMay 2016 to now
- Arnold Financial PlanningMar 2016 to now
- Willis Towers WatsonApr 2006 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Arnold and Mote Wealth Management
Legal name: Arnold Financial Planning LLC
$168.2MAssets managed
133Clients
4Advisers
4 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
- 6638323
- Firm CRD
- 283698