BK
Blake J. Keeley
ARVEST WEALTH MANAGEMENT
Tulsa, OK 74103
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CRD#: 4980328
BK
Professional summary
Blake Justin Keeley, CFP®, who also goes by Blake Justin Keely, is a registered financial advisor currently at ARVEST WEALTH MANAGEMENT located in Tulsa, Oklahoma.
Blake is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Blake has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Blake Justin Keely
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) River Trees LLC; Date of Service: 06/01/20; Not investment-related; Minimal Income may be received from River Trees LLC once start renting out; Combined, do your outside activities represent more than 10% of your time: No; Explanation of Activities: Jointly own land and cabin among friends. Will occasionally rent to others outside of River Trees LLC members. 5 members LLC. 2) Shepley Holdings LLC: Not investment-related; 1244 E 26th St, Tulsa, OK 74114; I am a managing member of this rental real estate business. Start 11/1/2019; 10 hours/month; 1 hour/month during trading hours; I manage loan obligations and Airbnb listings. 3) Goodwill Tulsa; Not investment-related; 2800 Southwest Boulevard, Tulsa, OK 74107; helping people with needs; Board Member; Start 5/15/24; 1-2 hours/month; 1 hour/quarter during trading hours; guide organizations decisions
CRS (Client Relationship Summary) - RIA
Click below to view Blake Justin Keeley's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Blake Justin Keeley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
October 1, 2010 - Present
ARVEST WEALTH MANAGEMENT
Office #1: 515 S Boulder Avenue, Suite 100, Tulsa, OK 74103Office #2: 1521 West Highway 51, Wagoner, OK 74467RIA
BD
CRD#: 42057
Tulsa, OK
Current
October 1, 2010 - Present
ARVEST WEALTH MANAGEMENT
Office #1: 515 S Boulder Avenue, Suite 100, Tulsa, OK 74103Office #2: 1521 West Highway 51, Wagoner, OK 74467RIA
BD
CRD#: 42057
Tulsa, OK
Past
October 19, 2005 - September 29, 2010
WADDELL & REED
BD
CRD#: 866
TULSA, OK
Past
August 16, 2005 - September 29, 2010
WADDELL & REED
RIA
CRD#: 866
TULSA, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ARVEST WEALTH MANAGEMENT
ARVEST ASSET MANAGEMENT | ARVEST WEALTH MANAGEMENT | ARVEST INVESTMENTS, INC.
CRD#: 42057 / SEC#: 801-63738, 8-49677
RIA
Registered Investment Advisory firm - SEC (1/3/2005 Approved)Arkansas
Registered Investment Advisory firm - SEC (1/4/2005 Terminated)Oklahoma
Registered Investment Advisory firm - SEC (1/7/2005 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/30/2018)
RR
Arizona(3/8/2021)
RR
Arkansas(10/25/2011)
IAR
Arkansas(2/18/2019)
RR
California(10/1/2010)
RR
Colorado(5/21/2020)
RR
Florida(10/1/2010)
RR
Georgia(1/26/2024)
RR
Hawaii(8/8/2022)
RR
Illinois(8/15/2016)
RR
Iowa(6/22/2020)
RR
Kansas(10/1/2010)
IAR
Kansas(2/21/2019)
RR
Kentucky(1/11/2024)
RR
Maryland(3/19/2013)
RR
Missouri(7/20/2015)
IAR
Missouri(2/20/2019)
RR
Nevada(10/9/2020)
RR
New York(1/3/2022)
IAR
New York(1/4/2022)
RR
North Carolina(10/14/2014)
RR
Ohio(12/16/2016)
RR
Oklahoma(10/1/2010)
IAR
Oklahoma(10/1/2010)
RR
Oregon(5/20/2015)
RR
Pennsylvania(1/22/2018)
RR
South Carolina(11/4/2016)
RR
Tennessee(10/27/2021)
RR
Texas(2/19/2013)
IAR
Texas(2/19/2019)
RR
Virginia(8/31/2023)
RR
Washington(11/9/2017)
RR
Wisconsin(10/8/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ARVEST WEALTH MANAGEMENT
ARVEST ASSET MANAGEMENT | ARVEST WEALTH MANAGEMENT | ARVEST INVESTMENTS, INC.
CRD#: 42057 / SEC#: 801-63738, 8-49677
RIA
Registered Investment Advisory firm - SEC (1/3/2005 Approved)Arkansas
Registered Investment Advisory firm - SEC (1/4/2005 Terminated)Oklahoma
Registered Investment Advisory firm - SEC (1/7/2005 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information
Main Address
913 W Monroe Avenue, Lowell, AR 72745
Mailing Address
Po Box 1515, Lowell, AR 72745
Phone number
(888) 916-2121
Established
Arkansas since 07/11/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
232
SEC notice filing (52 States and Territories)
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ARVEST BANK | OWNER | |
| BREWER, GRETCHEN DAPHYNE | FINANCIAL AND OPERATIONAL PRINCIPAL AND PRINCIPAL FINANCIAL OFFICER | 5089523 |
| CAIN, KENDRA BRADFORD | CHIEF COMPLIANCE OFFICER | 4580246 |
| CAIN, KENDRA BRADFORD | DIRECTOR | 4580246 |
| COTTRELL, ASA ANDERSON | CHIEF EXECUTIVE OFFICER, CHAIRMAN, DIRECTOR | 2151839 |
| CRAIN, BRADLEY JEAN | DIRECTOR | 5203394 |
| DERRYBERRY, DEE GARRISON | DIRECTOR | 4013705 |
| DERRYBERRY, DEE GARRISON | COO | 4013705 |
| HAYS, KIRK JODELL | DIRECTOR | 8156910 |
| JAMES, CARA CLUGSTON | DIRECTOR | 7249296 |
| LIPSCOMB, TABITHA HUBBS | DIRECTOR | 4347525 |
| MACHEN, JAMES MATTHEW | DIRECTOR | 4882241 |
| MORBECK, AMY MARIE | DIRECTOR | 7972656 |
| PAYNE, KARLA | DIRECTOR | 4725253 |
| PERRON, JOHN ARLEIGH | ARVEST1 MANAGER / MANAGER OF CLIENT SERVICES, MUNICIPAL PRINCIPAL | 3159317 |
| PERRON, JOHN ARLEIGH | PRIVATE SECURITIES OFFERINGS PRINCIPAL | 3159317 |
| PERRON, JOHN ARLEIGH | REGISTERED OPTIONS AND SECURITY FUTURES PRINCIPAL (ROSFP) | 3159317 |
| PERRON, JOHN ARLEIGH | PRINCIPAL OPERATIONS OFFICER | 3159317 |
| ROGERS, DONNY RAY JR | PRESIDENT INVESTMENT SERVICES, SECRETARY OF BOARD, DIRECTOR | 2602108 |
| ROOKER, BARRY CHRISTOPHER | SENIOR DIRECTOR OF SALES/DIRECTOR | 3262999 |
| SABIN, KENNETH KEVIN | DIRECTOR | 5947088 |
| SHEPARD, RODNEY LEMAN | DIRECTOR | 7884866 |
| SMITH, BRIAN ANDREW | DIRECTOR, EXECUTIVE VICE PRESIDENT, SENIOR DIRECTOR OF SALES, DIRECTOR OF RETIREMENT PLAN CONSULTING | 2888485 |
Regulatory assets under management
| Total Number of Accounts | 7,800 |
| AUM (Assets Under Management) | $ 2,824,855,462 |
Disclosures
| Regulatory Event | 3 |
| Arbitration | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/20/2025 | ||
| 01/13/2025 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ARVEST WEALTH MANAGEMENT
CRD#: 42057Tulsa, OK 74103TRUST BUT VERIFY
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