Nefthaniil Perez
Investment adviser representative at Arvest Wealth Management
11 yearsExperience
2 statesRegistered in
$3.4BFirm assets
21 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.
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
11 years in the industry.
- Arvest Wealth ManagementMar 2026 to now
- Northwestern Mutual Wealth Management CompanyApr 2023 to Feb 2026
- Northwestern Mutual Investment Services LLCFeb 2021 to Feb 2026
- Northwestern Mutual Life Insurance CompanyJun 2020 to Feb 2026
- State FarmJun 2015 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2026
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
- 7257845
- Firm CRD
- 42057