Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Oklahoma
14yrs
Daniel Robinson
Full name on record: Daniel Wayne Robinson
Financial advisor at Arvest Wealth Management
Based in Tulsa, Oklahoma, Daniel Robinson is a fiduciary financial advisor with 14 years of industry experience. Daniel joined Arvest Wealth Management in 2013, a firm offering financial planning, investment management, and retirement plan consulting. Arvest Wealth Management reports being paid through a percentage of assets and flat fees.
One of 835 advisors with offices in Tulsa, and one of 788 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 58% of advisors at Arvest Wealth Management
Office6306 East 101st, Tulsa, OK 74137
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
- 2013 – nowArvest Wealth ManagementCurrent firm
Contact Daniel
(888) 916-2121Firm headquarters in Lowell, AR. Ask for Daniel. 6306 East 101stTulsa, OK 74137Office · Get directions Firm websiteHTTPS://www.share.arvest.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Daniel
How do I contact Daniel?
Call Arvest Wealth Management at (888) 916-2121 and ask for Daniel Robinson. Daniel works from the Tulsa, OK office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2013, about 14 years. More experience than 58% of advisors at Arvest Wealth Management.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Arvest Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel 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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