Kelli Rene Trahan
Investment adviser representative at Arvest Wealth Management
12 yearsExperience
3 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
12 years in the industry.
- Arvest Wealth ManagementSep 2021 to now
- Latter & BlumMay 2017 to Sep 2021
- Redd PropertiesJan 2017 to Aug 2021
- RemaxSep 2016 to May 2017
- Stutes & Lavergne LLCJul 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (AR, LA, 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
- 7444858
- Firm CRD
- 42057