David Nelson, CFP®, CTFA

Executive Vice President

Regional Manager

Office: (918) 337-4304

dmnelson@arvest.com

Bartlesville, OK 74003 OK Ins. Lic. # 40064720

David is an Arvest Wealth Management executive vice president and regional manager for the Bartlesville, Oklahoma region. He began his financial services career in 1992, transitioning into trust in 1998. David joined Arvest in 2008. During his career, he has had in-depth experience in servicing fiduciary and investment account relationships. David holds a master's degree in business administration and international business from Pittsburg State University and a bachelor's degree from Western Illinois University. In addition to FINRA securities-related licenses, David is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Trust and Fiduciary Advisor (CTFA) certification from the American Bankers Association. David serves our community as the secretary/treasurer of Green Country Village, as incentive review chair for the Bartlesville Redevelopment Trust Authority and as president of the Padre Ron Robertson Education Foundation.

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Services Provided

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Office details

Address

100 SE Frank Phillips Blvd
Bartlesville, OK 74003

Other areas served

Nowata, OK

Copyright © 2024 Arvest Bank. All Rights Reserved. Arvest Bank is a community-based financial institution serving Arkansas, Kansas, Missouri and Oklahoma.

Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Securities offered and cleared through Pershing LLC, a BNY Mellon company, member NYSE/SIPC. Insurance products made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by unaffiliated insurance companies.

Advisory portfolio managers within Arvest Wealth Management Portfolio Management and Research are investment adviser representatives who provide portfolio management services with respect to certain of Arvest Wealth Management's investment advisory wrap fee programs: Investment Management Group (IMG).

Investments and Insurance Products: Not a Deposit | Not Guaranteed by the Bank or its Affiliates | Not FDIC Insured | Not Insured by Any Federal Government Agency | May Go Down in Value

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Trust services provided by Arvest Bank.

Arvest Wealth Management home office located at 5201 Village Parkway, Rogers, AR 72758; mailing address PO Box 1515, Lowell, AR 72745.

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