Joseph Henry Lienhard
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 BankJan 2026 to now
- Arvest Wealth ManagementSep 2021 to now
- UnemployedSep 2020 to Sep 2021
- Joliet SlammersJul 2020 to Sep 2020
- UnemployedOct 2019 to Jul 2020
- Kansas City RoyalsJun 2019 to Oct 2019
- Oklahoma State UniversityMar 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
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
- 7442915
- Firm CRD
- 42057