Argent Retirement Plan Advisors

Learn more by calling (800) 375-4646

COMPLETE THE FORM BELOW TO BEGIN A DISCUSSION WITH AN ARGENT PROFESSIONAL TODAY:

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.

 

Important Disclosure Information

Access our FORM ADV here

*Please Note: Limitations. No achievement of any professional designation or membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Argent is engaged, or continues to be engaged, to provide investment advisory services

 

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

Baton Rouge

4224 Bluebonnet Blvd. Suite A, Baton Rouge, LA 70809

PH: (225) 372-1903

Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

PH: (405) 848-8899

San Antonio

755 East Mulberry Suite 400, San Antonio, TX 78212

PH: (210) 352-2410

Shreveport

333 Texas Street Suite 699, Shreveport, LA 71101

PH: (318) 588-6500

Baton Rouge

4224 Bluebonnet Blvd. Suite A, Baton Rouge, LA 70809

(225) 372-1903

Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

(405) 848-8899

San Antonio

755 East Mulberry Suite 400, San Antonio, TX 78212

(210) 352-2410

Shreveport

333 Texas Street Suite 699, Shreveport, LA 71101

(318) 588-6500

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 is Senior Vice President with Argent Financial and operates from a Registered Investment Advisory (RIA) firm, Argent Retirement Plan Advisors, within the company focusing on Retirement Consulting.  He works with sponsors of plans of a variety of sizes and types...

Mark Milton

Mark Milton

Senior Vice President & Institutional Services Manager

President, Argent Retirement Plan Advisors
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 also serves as President of Argent Retirement Plan...

Michael Faherty

Michael Faherty

Senior Vice President, Institutional Services
New Orleans

Michael joined Argent Trust in 2021 and has more than 20 years of experience working with retirement plans, as well as investments for corporations and nonprofits. Faherty will serve clients throughout South Louisiana, including New Orleans and Baton Rouge. Prior to...

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...

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