Kristan El-Khaled, CTFA

Assistant Vice President

Trust Officer

Office: (405) 419-3722

kelkhaled@arvest.com

Oklahoma City, OK 73102

Kristan is a trust officer for Arvest Wealth Management. She has worked in the financial services industry since 2007 and joined Arvest Wealth Management in 2016 as a trust assistant before she obtained her current position as trust officer. In her role as trust officer, she focuses on building relationships with her clients while handling the fiduciary account administration of personal trusts, estates, investment accounts and IRAs.

Kristan graduated from the Cannon Financial Institute’s Trust School with honors in 2020 and holds the ABA’s Certified Trust and Fiduciary Advisor designation. She is a native Oklahoman and received her bachelor’s degree from the University of Central Oklahoma in organizational leadership. Kristan lives in Yukon, OK with her husband and two daughters.

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Services Provided

Retirement Planning

Estate Settlement

Trust Adminstration

Office details

Address

201 Robert S Kerr
Oklahoma City, OK 73102

Other areas served

Yukon, OK

Moore, OK

Shawnee, 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

Additional Arvest Wealth Management Disclosures are available here.
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For more information about the SEC, please visit www.sec.gov

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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