Luke David Taggart
Investment adviser representative at Arvest Wealth Management
13 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
13 years in the industry.
- Arvest Wealth ManagementApr 2026 to now
- Cambridge Investment Research Advisors, Inc.Jun 2024 to Apr 2026
- Cambridge Investment Research, Inc.Mar 2023 to Apr 2026
- Schaeffler GroupJan 2023 to Mar 2023
- Leggett & PlattApr 2022 to Aug 2022
- CollegeJul 2019 to Dec 2022
- The Home DepotJan 2019 to Jul 2019
- High5 BowlingMar 2018 to Aug 2018
- SchoolingApr 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7723049
- Firm CRD
- 42057