Argent Retirement Plan Advisors

Learn more by calling (800) 375-4646

Argent Retirement Plan Advisors Overview

Transparent and Honest Advisory Services

Argent Retirement Plan Advisors (ARPA) is a Registered Investment Advisor with the SEC and CEFEX certified Investment Advisors specializing in providing fiduciary and investment advisory services to employer-sponsored qualified and non-qualified retirement plans. ARPA does business in Oklahoma as Heritage Retirement Plan Advisors.

We have been providing our plan sponsor clients with unbiased advice since 2008. Our clients range from large publicly traded companies to multi-generationally owned family businesses to non-profits to municipalities. We provide advisory services in a transparent, honest format that is service provider and investment agnostic.

We work for our clients, not the service providers.

Learn more about ARPA’s services on our Retirement Plan Consulting Services page.

Services ARPA Provides

Retirement Plan Consulting

Advisory services for employer-sponsored qualified and non-qualified retirement plans that are service provider and investment agnostic.

Locations

Our Team

Carrie Brown

Carrie Brown

Chief Compliance Officer, Argent Advisors
Ruston

Carrie joined Argent in 2004 as a part-time college student and came on full time in 2006. She currently serves as Chief Compliance Officer for Argent Advisors and Argent/Heritage Retirement Plan Advisors. Prior to this role she worked within Argent Trust Company as...

Chris Shankle, CPA, CGMA

Chris Shankle, CPA, CGMA

Senior Vice President, Managing Director, Argent Retirement Plan Advisors
Shreveport

Chris joined Argent in 2015. In his role as Senior Vice President, his specialty is employee benefit plans and in this role he assists plan sponsors with their fiduciary responsibilities and the plan governance aspects of sponsoring a retirement plan. Chris has over...

Jeff Bradley

Jeff Bradley

Senior Vice President, Institutional Services
Birmingham

Jeff joined Argent in 2020 to assist in expanding Argent’s institutional trust platform of services, working specifically with corporate, government and non-profit clients. He also works with Argent Retirement Plan Advisors, a registered investment advisory...

Linde Murphy, CRCP®

Linde Murphy, CRCP®

Managing Director, Argent Retirement Plan Advisors
San Antonio

Linde works with corporations, nonprofits, and municipalities to design high quality and cost-effective retirement plan offerings. Linde started in the investment industry in 1999 on an equity trading desk and has held positions in Compliance, sales, business...

Mark Milton

Mark Milton

Senior Vice President & Institutional Services Manager
New Orleans

Mark joined Argent in April 2018 as Senior Vice President, Institutional Services, where he is primarily responsible for Argent's retirement plan consulting and the funeral and cemetery trust lines of business. Mark serves as President of Argent Retirement Plan...

R. Brad Knowles, MBA, CBFA

R. Brad Knowles, MBA, CBFA

Managing Director, Argent Retirement Plan Advisors
Oklahoma City

Brad started in the financial services business in 2001. The team currently manages $1.4b in employer sponsored retirement plans assets for 62 clients. Brad’s team manages $965m for 25 clients. This practice started on the idea of mitigating risk to improve outcomes....

Robert Strauss, CFA

Robert Strauss, CFA

Senior Portfolio Manager
Oklahoma City

Robert joined the Heritage Team in 2018 and brings more than 20 years of experience in the investment industry. He serves as senior portfolio manager for Heritage Trust. Prior to Heritage, Robert served as Managing Director at Stephens, Inc. in Little Rock, AR...

Ryan Barnett, JD

Ryan Barnett, JD

Vice President, Retirement Services
Oklahoma City

Ryan is responsible for managing fiduciary compliance and investment advisory services for employer-sponsored retirement plans for Argent / Heritage Retirement Plan Advisors, an Argent subsidiary based in Oklahoma City. Ryan has more than 10 years of experience within...

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