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Edgar Pacheco

Advisor at Arvest Wealth management

Updated today

Location

Ft Smith, AR 72903

Credentials

Series 66

Industry experience

3 years

About

Edgar Pacheco is a financial advisor at Arvest Wealth Management in Springdale, AR, holding a Series 66 credential with three years of industry experience. He has worked within various roles at Arvest Bank and Arvest Wealth Management since 2019. In addition to his financial services career, he serves in the Arkansas National Guard. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management and retirement plan consulting, tailoring recommendations based on client objectives and Investment Policy Statements.

Client services

Based on Arvest Wealth management

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Arvest Wealth management

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance

Occupation focus

Based on Arvest Wealth management

Founder/Business Owner Retired

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Fee options

Fixed

Typically $250 to $1,000 for financial planning services if charged

Project-based

$25 to $100 per hour for financial planning services if charged

Location

5000 Rogers Ave

Ft Smith, AR 72903

Most active in

Arkansas

Work history

Arvest Bank

2025 - Present (1 year)

Arvest Wealth Management

2025 - Present (1 year)

Arvest Bank

2022 - 2025 (3 years)

Arvest Wealth Management

2022 - 2025 (3 years)

Arvest Bank

2022 - 2022 (1 year)

Arvest Wealth Management

2022 - 2022 (1 year)

Arvest Bank

2020 - 2022 (2 years)

Arvest Bank

2019 - 2020 (1 year)

Arkansas National Guard

2018 - Present (8 years)

Unemployed

2018 - 2019 (1 year)

U.S. Army

2018 - 2018 (1 year)

U.S. Army

2018 - 2018 (1 year)

Allied Universal Services

2017 - 2018 (1 year)

Unemployed

2017 - 2017 (1 year)

Wal-Mart

2017 - 2017 (1 year)

Cossatot Community College / Univ. of Arkansas

2016 - 2017 (1 year)

Pilgrim's Pride

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brian S

Series 65

Alma, AR

QVG, LLC

Brian Sledz is a financial advisor at QVG, LLC in Alma, Arkansas, holding a Series 65 credential with 15 years of industry experience. He has been with QVG, LLC since 2010. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts, utilizing a quantitative and rule-based investment process. The firm offers a range of portfolio management strategies, including equity dividend, income, REIT, multi-asset, and special situations approaches.

Active portfolio management Real estate investing Options & derivatives strategies
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David C

Series 63

Fort Smith, AR

October Wealth Advisors, Inc

David Craig is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, with 25 years of industry experience. He holds a Series 63 designation and has been with October Wealth Advisors since 2010. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and employs fundamental, technical, and cyclical analyses, emphasizing diversification and disciplined portfolio management, particularly in fixed-income investments.

General retirement planning Income planning
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Bernie M

CFA®, Series 63, Series 65

Alma, AR

QVG, LLC

Bernie Manard is a CFA® charterholder with 27 years of industry experience, currently serving as an advisor at QVG, LLC. His prior roles include positions at Longboat Key Distributors, Inc. and Ridgeway & Conger, Inc., as well as running Achieve Financial Independence for 25 years, where he provided group health insurance to small companies. QVG, LLC offers discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts, using a quantitative, rule-based investment process across equities, REITs, fixed income, and options strategies. The firm employs proprietary ranking systems and macroeconomic inputs to guide portfolio management and may adjust allocations to manage volatility.

Active portfolio management Real estate investing Options & derivatives strategies
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Jon Erik G

Series 65

Fort Smith, AR

October Wealth Advisors, Inc

Jon Erik Garrido is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, holding a Series 65 designation with 10 years of industry experience. He has been with October Wealth Advisors since 2013 and also operates a lawn and landscaping business. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on client-specific financial planning and employs a strategic asset allocation approach with an emphasis on diversification, fixed-income management, and disciplined security selection.

General retirement planning Income planning
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William E

Series 63, Series 65

Fort Smith, AR

Vertis Wealth, LLC

William Eden is a financial advisor with Vertis Wealth, LLC in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at AE Wealth Management LLC, Brookstone Capital Management, and TriFound Advisory LLC, and has operated Eden Financial Group, Inc., an insurance sales and services business, since 1983. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, tailoring services to client objectives.

Options & derivatives strategies
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Luke L

Series 66

Rudy, AR

Van Clemens Wealth Management, LLC

Luke Lewis is a financial advisor with Van Clemens Wealth Management, LLC and holds the Series 66 designation. He is based in Rudy, Arkansas, and is part of a team of 26 advisors at the firm. No additional career background or outside activities were provided. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing both in-house management and third-party managers.

Annuities Private / alternative investments Options & derivatives strategies Business ownership considerations Retirement income strategy Founder/Business Owner Executive Retired
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