Kelli R. Trahan

ARVEST WEALTH MANAGEMENT

Rogers, AR 72758

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CRD#: 7444858

Professional summary

Kelli Rene Trahan, who also goes by Kelli Rene Granger, is a registered financial advisor currently at ARVEST WEALTH MANAGEMENT located in Rogers, Arkansas.

Kelli is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Kelli has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelli Rene Granger

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelli Rene Trahan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Kelli Rene Trahan's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 31, 2023 - Present

ARVEST WEALTH MANAGEMENT

Office #1: 5201 Village Parkway, Rogers, AR 72758

RIA

CRD#: 42057

Rogers, AR

Current

February 27, 2023 - Present

ARVEST WEALTH MANAGEMENT

Office #1: 5201 Village Parkway, Rogers, AR 72758

RIA

CRD#: 42057

Rogers, AR

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".

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)

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.

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

Alabama
(1/10/2024)

Alaska
(3/28/2024)

Arizona
(1/10/2024)

Arkansas
(7/31/2023)

IAR

Arkansas
(7/31/2023)

California
(1/10/2024)

Colorado
(1/10/2024)

Florida
(1/10/2024)

Georgia
(1/10/2024)

Hawaii
(9/5/2025)

Idaho
(1/10/2024)

Illinois
(1/10/2024)

Indiana
(1/10/2024)

Iowa
(3/28/2024)

Kansas
(1/10/2024)

IAR

Kansas
(1/10/2024)

Kentucky
(3/28/2024)

Louisiana
(1/10/2024)

IAR

Louisiana
(12/4/2024)

Massachusetts
(1/10/2024)

Michigan
(1/10/2024)

Minnesota
(1/10/2024)

Mississippi
(3/28/2024)

Missouri
(1/10/2024)

IAR

Missouri
(1/10/2024)

Nevada
(9/5/2025)

New Mexico
(2/19/2025)

New York
(3/28/2024)

IAR

New York
(3/28/2024)

North Carolina
(1/10/2024)

Ohio
(9/23/2025)

Oklahoma
(1/10/2024)

IAR

Oklahoma
(1/10/2024)

Oregon
(1/10/2024)

Pennsylvania
(9/5/2025)

South Carolina
(9/5/2025)

Tennessee
(1/10/2024)

Texas
(1/10/2024)

IAR

Texas
(1/10/2024)

Utah
(9/5/2025)

Virginia
(1/10/2024)

Washington
(1/10/2024)

Wisconsin
(1/10/2024)

Wyoming
(9/5/2025)

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

State Security Law Exam

IAR

Series 66

Date: 7/31/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/27/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/21/2022

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

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)

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)

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 (9/17/2025)

PART 2A (5/27/2025)

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	Cover Page	Report
01/13/2025	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	Cover Page	Report

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.

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Kelli R. Trahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelli Rene Trahan's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Kelli Rene Trahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARVEST WEALTH MANAGEMENT

Primary Firm SEC Registration

ARVEST WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 7/31/2023

Series 7TO

Date: 2/27/2023

SIE

Date: 11/21/2022

FINRA

Current Firm

ARVEST WEALTH MANAGEMENT

Contact information

SEC notice filing (52 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

ARVEST WEALTH MANAGEMENT

TRUST BUT VERIFY

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