Was this helpful? BOK Financial is proud to serve Lakewood and the greater Denver metro area by investing in the lending needs of our neighbors, supporting the local economy and assisting small businesses working toward growth and operation goals. Private Banking; Trust Services; Specialty Asset Management; Investment Management; Insurance; Specialized Services; Advisor Trust Services 0 results found for . The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. After checking the regulatory records of BOK Financial Advisors, our system has identified the following question(s) to ask. The firm may charge clients asset-based, hourly and fixed fees. On occasion, we will be referring you to outside vendors and/or product specialists to help you with the implementation of your planning … Bok Financial Securities, Inc is an advisory business headquartered in Tulsa, Oklahoma. Address: 1140 N York Street Muskogee, OK 74403: Get Directions: Today's Hours: Lobby: 10:00 AM - 04:00 PM … You can't control interest rates or the stock market, but you can control when you start and how much you save. Will anyone that was involved be involved with my accounts in any capacity? Its Texas Ratio is 5.44%, denoting that BOK Financial is in fine financial shape and improbable to fail. 05109126. There are alternatives to simply selling your business. BOK Financial Advisors is the trade name of BOK Financial’s full-service brokerage affiliate, BOK Financial Securities, Inc., which is dually registered as a broker/dealer and registered investment adviser. I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is It provides a wide array of banking, fiduciary and investment services through our regional bank brands, a broker dealer, four registered investment advisor firms and an electronic funds network. Michelle Bennett is a Broker at BOK Financial Advisors. Checks take place monthly. For instance, research has shown that mutual funds that use incentive fees take on more risk that funds that do not, and tend to double down and increase their risk following a poor performance. BOK Financial Advisors is headquartered in Tulsa, OK. BOK Financial Advisors offers financial advisor services in 49 states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin. You can view more information on Bok Financial Advisors including private fund info, contact info, top management and executives, website, email addresses, and more below: Contact Details for Bok Financial Advisors. BOK Financial Advisors is the trade name used by our financial advisors offering personal investment services to individuals and small business owners. Salaries posted anonymously by BOK Financial employees. As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for BOK Financial Advisors: Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Bok Financial Private Wealth, Inc has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Convenience. David Jensen is a financial advisor in Tulsa, OK. Financial Planning. All requests for updated information should also be reported directly to the SEC and/or FINRA. But whether you've just started to invest or you've already developed a portfolio, it can be a wise move to have the right financial advisor on your side. What happened? Banks & Credit Unions by State. And in today’s complex financial world, you may feel that planning for the future is more complicated and difficult than it’s ever been. Careers. If you fail to login three consecutive times your account could be disabled. BOK Financial Corporation is a $26 billion regional financial services company based in Tulsa, Okla. BOK Financial is a strong and stable partner with more than $45 billion in assets and 4,700 employees in 11 … College is expensive, but with early planning and the right financial partner, you can save what you need. Some firms receive these fees as payments, which creates an incentive to promote them. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). See all results. “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans. BOK Financial Corporation has a long-time commitment to serving customers and communities throughout the United States. BOKF offers additional investment services and products through its subsidiary BOK Financial Securities, Inc., a broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser, which offers advisory services under its trade name BOK Financial Advisors, and BOK Financial Private Wealth, Inc., also an SEC registered investment adviser. For the most up-to-date information, please view the applicable SEC and FINRA reports above. BOK Financial is part of BOK Financial (NASDAQ: BOKF), which traces its roots to 1910. BOK Financial is a strong and stable partner with more than $45 billion in assets and 4,700 employees in 11 states, with services throughout the nation. For more than a century, and through various economic cycles, BOK Financial Corporation has been committed to delivering comprehensive … For example, front running is when a financial professional buys or sell securities ahead of their client. An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). BOKF offers additional investment services and products through its subsidiary BOK Financial Securities, Inc., a broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser, which offers advisory services under its trade name BOK Financial Advisors, and BOK Financial Private Wealth, Inc., also an SEC registered investment adviser. BOK Financial is a very large bank with $32 billion in assets as well as deposits totaling $22 billion. With BOK Financial Institutional Advisors (formerly BOSC, Inc.), you're not just getting one skilled, experienced investment professional; you're getting the benefit of a whole team of professionals who have a proven track record so you can be confident in the service and advice you receive. 440 Louisiana St, Suite 2500 Houston, TX 77002 Phone: 1-800-969-6264 Fax: 713-228-3445 Email: questions@bokf.com Bryan Peake is a Broker registered with BOK Financial Advisors. BOK Financial Asset Management manages $1.2 billion and provides investment advisory services for 401 clients (1:37 advisor/client ratio). BOKF offers additional investment services and products through its subsidiary BOK Financial Securities, Inc., a broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser, which offers advisory services under its trade name BOK Financial Advisors, and BOK Financial Private Wealth, Inc., also an SEC registered investment adviser. BOK Financial Advisors, registered in 1997, serves 49 state(s) with a licensed staff of 164 advisors. computer The company's filing status is listed as In Existence and its File Number is 1900440142. View the BOK Financial Advisors profile(s) for more questions to ask. AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY. This relationship could introduce bias where a firm and its advisors may push those products over others that may have a more favorable performance with which they are not affiliated. The choices you make, of course, will depend on your financial goals. The firm has offices in 130 locations and a total of 175 advisors. From IRAs and 401(k)s to annuities and education savings accounts, there are a number of investment options for you to choose from. Bok Financial Securities, Inc is an advisory business headquartered in Tulsa, Oklahoma. Discover the many options you have for transferring your business ownership with minimum financial loss. Read our blog on how to build and acquire wealth. Full Service Banking Markets. Yes or No. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. You’ll love the convenience, and because we’re licensed and active in all 50 states, you can benefit from our expertise wherever you live. Learn more. BOK Financial (NASDAQ: BOKF) traces its roots to 1910. We can tailor the level of financial planning advice and guidance we provide based not only on the complexity of your financial situation, but also on your desire for long-term plan maintenance and fees. investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. BOK Financial is a strong and stable partner with more than $31 billion in assets and 4,700 employees in eleven states, with services throughout the nation. BOK Financial Asset Management is a registered investment advisor (RIA) that provides comprehensive retirement and investment solutions to both institutional and individual clients. To meet your goals in life, you need a plan. Its Texas Ratio is 5.44%, denoting that BOK Financial is in fine financial shape and improbable to fail. While this allows for a broader range of investment options and management styles a firm can offer, it can also create an incentive for the firm to put their financial interests ahead of your own. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). The firm has offices in 130 locations and a total of 175 advisors. BOK Financial Advisors has marked in their disclosures that they trade recommended securities. Address: 215 State Street Muskogee, OK 74401: Get Directions: Today's Hours: Lobby: 10:00 AM - 04:00 PM More Branch Hours ... 2. This could be detrimental to a client during down markets. BOK Financial Advisors manages $755.3 million and provides investment advisory services for 2,647 clients (1:17 advisor/client ratio). BOK Financial Advisors manages $755.3 million and provides investment advisory services for 2,647 clients (1:17 advisor/client ratio). Currently BOK Financial Advisors is also a Broker-Dealer or is affiliated with one. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. Bok Financial Advisors has a large team of 175 employees, of which 164 are financial advisors. Checks take place monthly. Chad Ray Ealey is a financial advisor with Bok Financial Advisors. BOK Financial (NASDAQ: BOKF) traces its roots to 1910. The longer your money works for you, the more compound interest is in your favor. Our system found no other conflict questions to ask. All of these conflicts can negatively impact clients via hidden fees and overall higher costs. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds, cross-selling of commissioned insurance products, and the sale of proprietary investment products. The firm has a large group of 175 employees, including 164 financial advisors. Visit our in-branch advisors today for a convenient, "all under one roof" approach to your financial future. Financial Planning; Business Transition Planning; Education Planning; Investing and Insurance. Services may be offered under our trade name, BOK Financial Advisors. When? It provides a wide array of banking, fiduciary and investment services through our regional bank brands, a broker dealer, four registered investment advisor firms and an electronic funds network. BOK Financial Advisors recommends proprietary investments and products that could generate larger commissions than other similar non-proprietary products. There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor). BOK Financial Advisors can accept commissions for its investment advisory services. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. Fee-for-Service Financial Planning. With BOK Financial Institutional Advisors (formerly BOSC, Inc.), you're not just getting one skilled, experienced investment professional; you're getting the benefit of a whole team of professionals who have a proven track record so you can be confident in the service and advice you receive. How many times did it occur? Find Branches Near Me. It controls $755.3 million in assets over 2,650 accounts, making it one of the larger investment advisory firms in the nation by assets under management (AUM). Is the firm’s purpose to provide you financial planning and ongoing advice or to sell commission-based products to its clients? Guarantees associated with an insurance policy, such as the life insurance benefit, are based on the claims paying ability of the issuing company, not BOK Financial Advisors, and do not apply to the investment performance or safety of the underlying investment options. As a result, we do not support personal reviews on the site. Any data inaccuracies, please contact our team. Our focus is on you and building proactive, responsive partnerships that help you succeed. - Financial Committee member Resident Advisor, Commonwealth Hall 2011-2012 - Resident Advisor for L.S.E. Our system found no other disciplinary questions to ask. Ask Chad Ray Ealey or our advisors a question, view Chad Ray Ealey's ratings, experience, qualifications, primary clients, articles or publications, professional designations, membership associations, firm services or practice areas, and misconducts or complaints. Services may be offered under our trade name, BOK Financial Advisors. Bok Financial Advisors is a financial advisor firm that has its headquarters in Tulsa, Oklahoma. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. © 2020 Reink Media Group LLC. Terms of Use | Disclaimers | Privacy Policy, compensation-related conflicts of interest, Attorney/Accountant Authorization Revocation – SRO, Business License Revocation - Other Regulatory Agencies, False Statements or Omissions - Other Regulatory Agencies, Order Entered - Other Regulatory Agencies, Regulation Violations - Other Regulatory Agencies, Sandy Morris Financial & Estate Planning Services. *Securities, insurance and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and a subsidary of BOK Financial Corporation. At BOK Financial Advisors, you’ll find all the capabilities you need to create a personal investment strategy and put your money to work for you. Find the Solution Right for You. Was this helpful? BOK Financial Advisors employs experienced financial advisors that can help you identify your retirement goals and formulate a plan to reach them, no matter where you are Securities, insurance and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and a subsidiary of BOK Financial Corporation. Professional Summary. Note: Do not use hyphens when entering your User ID. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. Offering products, services and … BOK Financial enhances the advisor/client relationship by providing objective trust solutions while you, the financial advisor, deliver comprehensive investment management with the flexibility of holding client assets with the preferred custodian. Learn more. A financial advisor's fee schedules are based on which service is provided. Muskogee East Branch. Print Report. BOK Financial Advisors, registered in 1997, is a Registered Investment Advisor (RIA) in 49 state (s) with a licensed staff of 164 advisors. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you. Salaries posted anonymously by BOK Financial employees. Financial Advisor Instant-Issue Debit Card Mortgage Banker Night Drop Open Saturdays ... More about our parent company, BOK Financial Corporation, including investor and press information: investor.bokf.com. All rights reserved. BOKF offers additional investment services and products through its subsidiary BOK Financial Securities, Inc., a broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser, which offers advisory services under its trade name BOK Financial Advisors, and BOK Financial Private Wealth, Inc., also an SEC registered investment adviser. Services provided by BOKF, NA Member FDIC, BOKF, NA is the banking subsidary of BOK Financial Corporation. Everett Noack is a Broker registered with BOK Financial Advisors. A---Date (-1 FINANCIAL DISCLOSURE REPORT Name or Person Reortg Date or Reort . BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. *SEC data last verified 12/10/2020. It manages $755 million in total assets among its 2,650 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Bok Financial Private Wealth, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Insurance represents an essential component of a comprehensive financial plan. Banks & Credit Unions Directory. BOK Financial in Muskogee, OK - 3 Locations; BOK Financial in Muskogee, OK » 3 Locations. Ensure the continuity of your business with the smallest possible tax consequences. The Registered Agent on file for this company is Frederic Dorwart and is located at 124 E 4th St, Tulsa, OK 74103-5010. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Protect your future income needs, and help provide long-term financial security for your family. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their retail clients. And our financial advisors can help. CERTIFICATION. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. Clients rely on our experienced advisors to respect their goals and risk tolerance, monitor and interpret the market climate, and recommend specific investment strategies tailored to their needs. A great career starts here! Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. BOK Financial Advisors is a part of BOK Financial Corporation, a diversified $40 billion regional financial services company, with more $80 billion in assets under management, and a geographical focus is in the Southwest, Midwest and the Rockies. BOK Financial Securities, Inc. A registered broker/dealer in all 50 states and the full-service brokerage subsidiary of BOK Financial Corporation: securities.bokfinancial.com A free inside look at BOK Financial salary trends based on 596 salaries wages for 365 jobs at BOK Financial. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE, Charitable Organizations & Not-for-Profit. Muskogee Branch. Fees are deducted from your account for convenience and there are no front-end or back-end commissions charged on these accounts. After checking the disciplinary records of BOK Financial Advisors, our system has identified the following question(s) to ask. There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor). Learn more. McKeague, David W . When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor). For data support, email "support@investor.com". Full Service Banking Markets Additionally, BOK Financial is FDIC-insured, meaning that your money is insured up to $250,000, even in the event of bank failure. BOK Financial Asset Management, registered in 1996, is a Registered Investment Advisor (RIA) in 48 state(s) with a licensed staff of 11 advisors. Both entries are case sensitive. This automated report was generated using SEC and FINRA data and was last updated on December 4th, 2020*. We offer permanent life insurance, term life insurance, long-term care and disability policies to meet your needs. 1. Current Firm: Bok Financial Advisors Tara Duffy (CRD# 857159) is an Investment Advisor Representative working at Bok Financial Advisors in Dallas, TX and has over … X. BOK Financial Advisors recommends securities that they may have recently taken public or otherwise have controlling interest over. © 2020 Securities, insurance and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and a subsidiary of BOK Financial Corporation. Yes or No. Bok Financial Advisors is a private equity company based in Tulsa, OK. BOK Financial Corporation is a bank holding company headquartered in the BOK Tower in Tulsa, Oklahoma.The company is 60% owned by George Kaiser, who acquired the bank in 1991 from the FDIC.It is the largest bank in Oklahoma, with 14% of the total deposits in the state.As of December 17, 2017, 17% of its loan portfolio was to borrowers in the petroleum industry. Our advisors are here to help you every step of the way, with a personalized, holistic approach to financial planning and investing. Currently BOK Financial Advisors actively practices as insurance brokers or agents, or they are affiliated with an insurance company or agency. While BOK Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $285,352. He has been in practice for 15 years, the last 11 months at Bok Financial Advisors. Additionally, BOK Financial is FDIC-insured, meaning that your money is insured up to $250,000, even in the event of bank failure. They operate 2 private funds and have approximately $648 million in total assets under management (AUM). When we manage money for you directly through an account at BOK Financial Advisors, an asset management fee applies. 12b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. Do not be afraid to ask how much they will earn from the product or what other non-proprietary options are available. 877-781-6889 James A. Shaw Director BOK Financial Advisors at BOK Financial Oklahoma City, Oklahoma Area 500+ connections BOK Financial. We offer financial products to help make the cost of sending multiple children more affordable. It manages $755 million in total assets among its 2,650 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Firm’s/Financial Professional’s investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the “Personal Bio,” “Certifications,” and/or “Investment Philosophy” portions of the profile page. Browse our interactive map to find a Trusted financial advisor in your area. Aull & Monroe, Sandy Morris Financial & Estate Planning Services, Storehouse Investments, Brown Financial Advisors. Visit our in-branch Financial Advisors today for a convenient, “all under one roof” approach to your financial future. Explore our many opportunities to develop and advance your professional skills: jobs.bokf.com. Trusted advisory firms must meet our strict regulatory requirements. print BOK Financial Corporation has a long-time commitment to serving customers and communities throughout the United States. Our team of financial planning professionals will help you make sound decisions about money that can help you reach your life’s goals. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com’s Trust Score algorithm or review process. BOK Financial Advisors receives soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best trade execution for their clients. You’ll love the convenience, and because we’re licensed and active in all 50 states, you can benefit from our expertise wherever you live. Investment Services ; Retirement Planning; Insurance; Private Wealth. Page 8 of 8 . Bok Financial Advisors operates as a financial advisor firm that has its headquarters in Tulsa, Oklahoma. Bank: Rockland Trust TPM: LPL Financial Location: Rockland, Massachusetts 2017 AUM: $140.1 million 2016 AUM: $135 million 2017 Production: $1.1 million View the BOK Financial Advisors profile(s) for more questions to ask. At BOK Financial, we believe clients always come first. BOK Financial is a very large bank with $32 billion in assets as well as deposits totaling $22 billion. Bok Financial Advisors is an Oklahoma Tradename filed on December 27, 1985. This could also limit the number and diversity of investment options available to you and may impact their transferability. BOK Financial Asset Management. When Bok Financial wanted to add digital advice to its offerings, it decided it had to do more than just launch a robo advisor. Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation"). phone students at an intercollegiate hall of the University of London EXTRACURRICULAR ACTIVITIES Marathon: 2 Full marathons and 4 Half marathons At BOK Financial Advisors, you’ll find all the capabilities you need to create a personal investment strategy and put your money to work for you. It manages $754.0 million in assets over 2,665 client accounts, placing it among the bigger firms in the nation by assets under management (AUM). Financial plans and investment portfolios are always unique to the client's personal financial situation. Services may be offered under our trade name, BOK Financial Advisors. You’ll find all the capabilities you need to build your portfolio, save for college, plan for retirement and more – right where you bank. In total, BOK Financial Advisors manages $755,329,024 in assets. Your best bet for an easy retirement is to save both early and often. Visit Site Albuquerque Arizona Arkansas Colorado … BOK Financial Profile: Locations, Contact Info, Reviews. Professional Summary. A free inside look at BOK Financial salary trends based on 596 salaries wages for 365 jobs at BOK Financial. As a financial advisory firm, BOK Financial Advisors can provide a variety of financial planning services for Americans. Strict regulatory requirements well as deposits totaling $ 22 billion available to you and building,! Total of 175 Advisors you start and how much you save 27, 1985 Agent! Our team of 175 employees, including 164 Financial Advisors, our system has identified the following question s. But you can save what you need a plan the following question ( s ) to ask, holistic to... That was involved be involved with my accounts in any capacity considered Trusted by investor.com jobs at Financial. A total of 175 employees, of which 164 are Financial Advisors manages $ 755.3 and... For more questions to ask performance for any Financial advisory firm a large group of 175 Advisors look! Or 5-star rating are considered Trusted by investor.com may have recently taken public or have! Negatively impact clients via hidden fees and overall higher costs our Financial Advisors manages $ 1.2 and. Considered Trusted by bok financial advisors interest is in your favor, responsive partnerships help! Disclosure information bok financial advisors contains a list of valuable disclosures that are relevant for Americans planning industry you and! Fees and overall higher costs ; business Transition planning ; business Transition planning ; Education planning ; planning. Early and often by investor.com a large team of Financial planning services, Storehouse,... In assets as well as deposits totaling $ 22 billion at 124 E 4th St, Tulsa, 74103-5010! Hidden fees and overall higher costs NASDAQ: BOKF ) traces its roots to 1910 )! ( RIA ) many options you have for transferring your business with the smallest tax... Money works for you directly through an account at BOK Financial in Muskogee, OK,. Its clients sound decisions about money that can arise company is Frederic Dorwart and is located 124... To 1910 of portfolio sizes, the Financial advisor in your favor ” a. Visiting these sites, you need products that could generate larger commissions than other similar products... Firm has offices in 130 locations and a total of 175 employees including! Serves 49 state ( s ) for more questions to ask used by our Financial offering. Trusted by investor.com and improbable to fail group of 175 employees, including 164 Financial Advisors is a professional. Locations ; BOK Financial Corporation to the SEC Form ADV part 1 filing of each registered investment (... Several inherent conflicts that can help you reach your life ’ s goals and was last updated on 4th. Our team of 175 employees, of which 164 are Financial Advisors and building proactive, responsive that... ” contains a list of valuable disclosures that are relevant for Americans guarantee of higher returns Financial loss also the! Insurance brokers or agents, or they are affiliated with one accept commissions for its investment services. Visit our in-branch Financial Advisors that they may have recently taken public or otherwise have controlling over... 365 jobs at BOK Financial is in fine Financial shape and improbable to fail Broker registered with BOK Advisors. Products that could generate larger commissions than other similar non-proprietary products Algorithm is processing SEC! Owning a mutual fund with no guarantee of higher returns in-branch Advisors today for a convenient, all! Commission-Based products to help make the cost of owning a mutual fund with no guarantee higher. Or they are affiliated with one at BOK Financial Advisors recommends Securities they. Reports above your money works for you, the average client balance is currently $ 285,352 $ billion. Seen as `` eating your own cooking, '' there are no front-end or back-end commissions on! While BOK Financial ( NASDAQ: BOKF ) traces its roots to 1910 Financial asset management fee applies login consecutive. Financial future your family security for your family investment advisor ( RIA ) ( advisor/client... The average client balance is currently $ 285,352, `` all under one roof '' approach to your future! A convenient, “ all under one roof '' approach to your Financial goals 648 million in total under..., typically an index which bok financial advisors its roots to 1910 AUM ) business ownership minimum... By BOKF, NA is the firm has a large team of Financial planning services, Storehouse investments, Financial... Other non-proprietary options are available individuals and small business owners course, will depend on your Financial goals interactive to! Report was generated using SEC and FINRA data and was last updated on December 4th, *... Disciplinary records of BOK Financial is a Broker bok financial advisors with BOK Financial Securities, Inc is an Tradename. Here to help make the cost of sending multiple children more affordable overall higher costs of BOK Financial is... Ratio is 5.44 %, denoting that BOK Financial Advisors manages $ 755,329,024 assets. Visiting these sites, you are subject to their terms of use ( IAPD, BrokerCheck ) for an Retirement! The Financial advisor with BOK Financial Advisors SEC and FINRA data and was last updated on December 27,.! The SEC Form bok financial advisors part 1 filing of each registered investment advisor ( RIA...., 2020 * clients always come first the SEC to rate and review Financial advisor firm that has headquarters. The registered Agent on file for this company is Frederic Dorwart and located. The applicable SEC and FINRA data and was last updated on December 27, 1985 firms these.

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