Chris Schroeder, CTFA

Senior Vice President

Sr. Wealth Advisor

Office: (918) 384-2883

cschroeder@arvest.com

Tulsa, OK 74104 OK Ins. Lic. # 102996

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Chris is a senior vice president and senior wealth advisor at Arvest Wealth Management. He focuses on growing relationships by providing holistic and customized planning strategies, in collaboration with his clients' other advisors, to help his clients turn their long-term financial goals into reality. He earned a bachelor's degree in business administration from Northeastern State University.

After college, Chris served in the United States Marine Corps from 2001-2008 and was deployed to Iraq in 2007-2008. He has worked in the financial services industry since 2010. Chris is also active in the children’s ministry at church.

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Services Provided

Retirement Planning

Estate Settlement

Trust Adminstration

Office details

Address

1515 S Utica
Tulsa, OK 74104

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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