LPL Enterprise
43yrs
Top advisor by experience in Bartlesville
27yrs
Eric Shepard is a fiduciary financial advisor in Bartlesville, Oklahoma, with 27 years in the industry. Eric joined Arvest Wealth Management in 2017, after a year at MML Investors Services and two years at MSI Financial Services. Arvest Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 56 advisors with offices in Bartlesville, and one of 55 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 11% by experience at Arvest Wealth Management
Office100 SE Frank Phillips Boulevard, Bartlesville, OK 74003
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$438,982
Advisors at the firm204
States licensed ?1 state
Services through Arvest Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowArvest Wealth ManagementCurrent firm
- Mar 2017 – Oct 2017MML Investors Services, LLCPreviously
- 2015 – 2017MSI Financial Services, Inc.Previously
- Jan 2014 – Jan 2015New England SecuritiesPreviously
- 2005 – 2012Waddell & ReedPreviously
- 2002 – 2004New England SecuritiesPreviously
- Jan 2002 – Oct 2002Eagle Strategies LLCPreviously
Contact Eric
100 SE Frank Phillips BoulevardBartlesville, OK 74003Office · Get directions Firm main line(888) 916-2121Headquarters: Arvest Wealth Management · Lowell, AR Firm websitewww.share.arvest.com
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Arvest Wealth Management at (888) 916-2121 and ask for Eric Shepard. Eric works from the Bartlesville, OK office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1999, about 27 years. Top 11% by experience at Arvest Wealth Management.
What licenses does Eric hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Arvest Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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