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Gretchen Daphyne Brewer

ARVEST WEALTH MANAGEMENT
LOWELL, AR
·CRD# 5089523·19 years experience

Professional Summary

Gretchen Daphyne Brewer, who also goes by Gretchen Daphyne Foreman, is a registered financial advisor currently at ARVEST WEALTH MANAGEMENT located in Lowell, Arkansas. Gretchen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Gretchen has worked at 1 firm and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 27 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gretchen Daphyne Foreman

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

19 years in the financial services industry

Current & Past Employments

ARVEST WEALTH MANAGEMENT·CRD# 42057
RIA
BD
913 West Monroe Avenue, Lowell, AR 72745
August 22, 2012 - Present
ARVEST WEALTH MANAGEMENT·CRD# 42057
RIA
BD
913 West Monroe Avenue, Lowell, AR 72745
August 2, 2007 - Present

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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)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

238

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE OF ARVEST WEALTH MANAGEMENT (3/30/2026)

Direct owners and executive officers

NamePositionCRD#
ARVEST BANKOWNER—
BAKER, JENNIFER W.DIRECTOR8305841
BREWER, GRETCHEN DAPHYNEFINANCIAL AND OPERATIONAL PRINCIPAL AND PRINCIPAL FINANCIAL OFFICER5089523
CAIN, KENDRA BRADFORDDIRECTOR4580246
CAIN, KENDRA BRADFORDCHIEF COMPLIANCE OFFICER4580246
COTTRELL, ASA ANDERSONCHIEF EXECUTIVE OFFICER, CHAIRMAN, DIRECTOR2151839
CRAIN, BRADLEY JEANDIRECTOR5203394
DERRYBERRY, DEE GARRISONDIRECTOR4013705
DERRYBERRY, DEE GARRISONCOO4013705
HAYS, KIRK JODELLDIRECTOR8156910
JAMES, CARA CLUGSTONDIRECTOR7249296
LIPSCOMB, TABITHA HUBBSDIRECTOR4347525
MACHEN, JAMES MATTHEWDIRECTOR4882241
MORBECK, AMY MARIEDIRECTOR7972656
PAROUBEK, YURIK IVERDIRECTOR8206030
PAYNE, KARLADIRECTOR4725253
PERRON, JOHN ARLEIGHPRIVATE SECURITIES OFFERINGS PRINCIPAL3159317
PERRON, JOHN ARLEIGHPRINCIPAL OPERATIONS OFFICER3159317
PERRON, JOHN ARLEIGHARVEST1 MANAGER / MANAGER OF CLIENT SERVICES, MUNICIPAL PRINCIPAL3159317
PERRON, JOHN ARLEIGHREGISTERED OPTIONS AND SECURITY FUTURES PRINCIPAL (ROSFP)3159317
ROGERS, DONNY RAY JRPRESIDENT INVESTMENT SERVICES, SECRETARY OF BOARD, DIRECTOR2602108
ROOKER, BARRY CHRISTOPHERSENIOR DIRECTOR OF SALES/DIRECTOR3262999
SHEPARD, RODNEY LEMANDIRECTOR7884866
SMITH, BRIAN ANDREWDIRECTOR, EXECUTIVE VICE PRESIDENT, SENIOR DIRECTOR OF SALES, DIRECTOR OF RETIREMENT PLAN CONSULTING2888485
WILKINS, AILEEN MUSHINSKIDIRECTOR8305773

Regulatory Assets Under Management

Total Number of Accounts

8,453

AUM (Assets Under Management)

$3,439,741,668

Disclosures

Regulatory Event

3

Arbitration

1

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/20/2025Cover PageReport
01/13/2025Cover PageReport
10/20/2023Cover PageReport

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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.

The advisor shows no other business activity.

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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)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arkansas
(8/22/2012)
IAR
Arkansas
(8/22/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2012About the Series 66 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2012About the Series 7 exam

Series 27 — Financial and Operations Principal Examination

Passed Aug 2007About the Series 27 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Gretchen Daphyne Brewer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Gretchen Daphyne Brewer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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