Joseph Lienhard (CRD# 7442915) is an Investment Advisor Representative working at Arvest Wealth Management in Jenks, OK and has over 2 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arvest Wealth Management | Glenpool, OK | Mar 2023 - Current | 1 |
| Arvest Wealth Management | Sapulpa, OK | Apr 2022 - Mar 2023 | < 1 |
| Arvest Wealth Management | Tulsa, OK | Sep 2021 - Apr 2022 | < 1 |
| Unemployed | Tulsa, OK | Sep 2020 - Sep 2021 | 1 |
| Joliet Slammers | Joliet, IL | Jul 2020 - Sep 2020 | < 1 |
| Unemployed | Wichita, KS | Oct 2019 - Jul 2020 | < 1 |
| Kansas City Royals | Idaho Falls, ID | Jun 2019 - Oct 2019 | < 1 |
| Oklahoma State University | Stillwater, OK | Mar 2015 - Jun 2019 | 4 |
| Planet Sub | Wichita, KS | Jun 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- MO
- OK
-
Total Assets Under Management2,593MILLIONS
-
Total Number of Accounts7,674ACCOUNTS
-
Average Account Value$337,946
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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