bok financial advisors

In total, BOK Financial Advisors manages $755,329,024 in assets. BOK Financial Advisors manages $755.3 million and provides investment advisory services for 2,647 clients (1:17 advisor/client ratio). BOK Financial Corporation has a long-time commitment to serving customers and communities throughout the United States. And our financial advisors can help. Visit our in-branch advisors today for a convenient, "all under one roof" approach to your financial future. The longer your money works for you, the more compound interest is in your favor. Financial Planning. We offer permanent life insurance, term life insurance, long-term care and disability policies to meet your needs. BOK Financial Asset Management manages $1.2 billion and provides investment advisory services for 401 clients (1:37 advisor/client ratio). 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 Its Texas Ratio is 5.44%, denoting that BOK Financial is in fine financial shape and improbable to fail. Full Service Banking Markets 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. The firm has offices in 130 locations and a total of 175 advisors. Offering products, services and … A great career starts here! Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. On occasion, we will be referring you to outside vendors and/or product specialists to help you with the implementation of your planning … Our advisors are here to help you every step of the way, with a personalized, holistic approach to financial planning and investing. Our team of financial planning professionals will help you make sound decisions about money that can help you reach your life’s goals. Was this helpful? Learn more. Any data inaccuracies, please contact our team. At BOK Financial, we believe clients always come first. The firm may charge clients asset-based, hourly and fixed fees. Salaries posted anonymously by BOK Financial employees. Michelle Bennett is a Broker at BOK Financial Advisors. As a financial advisory firm, BOK Financial Advisors can provide a variety of financial planning services for Americans. 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. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. 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. - Financial Committee member Resident Advisor, Commonwealth Hall 2011-2012 - Resident Advisor for L.S.E. BOK Financial is a very large bank with $32 billion in assets as well as deposits totaling $22 billion. Services may be offered under our trade name, BOK Financial Advisors. BOK Financial in Muskogee, OK - 3 Locations; BOK Financial in Muskogee, OK » 3 Locations. Financial Planning; Business Transition Planning; Education Planning; Investing and Insurance. Do not be afraid to ask how much they will earn from the product or what other non-proprietary options are available. A---Date (-1 FINANCIAL DISCLOSURE REPORT Name or Person Reortg Date or Reort . X. Print Report. Investment Services ; Retirement Planning; Insurance; Private Wealth. Ensure the continuity of your business with the smallest possible tax consequences. Bok Financial Securities, Inc is an advisory business headquartered in Tulsa, Oklahoma. 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. Bok Financial Advisors is a financial advisor firm that has its headquarters in Tulsa, Oklahoma. I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is 05109126. Fee-for-Service Financial Planning. Bryan Peake is a Broker registered with BOK Financial Advisors. We offer financial products to help make the cost of sending multiple children more affordable. 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. investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. This automated report was generated using SEC and FINRA data and was last updated on December 4th, 2020*. 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. Aull & Monroe, Sandy Morris Financial & Estate Planning Services, Storehouse Investments, Brown Financial Advisors. BOK Financial Asset Management. BOK Financial Advisors recommends proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Note: Do not use hyphens when entering your User ID. Additionally, BOK Financial is FDIC-insured, meaning that your money is insured up to $250,000, even in the event of bank failure. Our focus is on you and building proactive, responsive partnerships that help you succeed. Discover the many options you have for transferring your business ownership with minimum financial loss. BOK Financial Advisors has marked in their disclosures that they trade recommended securities. print To meet your goals in life, you need a plan. What happened? When Bok Financial wanted to add digital advice to its offerings, it decided it had to do more than just launch a robo advisor. 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 firm has a large group of 175 employees, including 164 financial advisors. There are alternatives to simply selling your business. Explore our many opportunities to develop and advance your professional skills: jobs.bokf.com. For data support, email "support@investor.com". Bok Financial Advisors operates as a financial advisor firm that has its headquarters in Tulsa, Oklahoma. As a result, we do not support personal reviews on the site. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE, Charitable Organizations & Not-for-Profit. You’ll find all the capabilities you need to build your portfolio, save for college, plan for retirement and more – right where you bank. They operate 2 private funds and have approximately $648 million in total assets under management (AUM). CERTIFICATION. *Securities, insurance and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and a subsidary of BOK Financial Corporation. BOK Financial. Its Texas Ratio is 5.44%, denoting that BOK Financial is in fine financial shape and improbable to fail. BOK Financial Corporation is a $26 billion regional financial services company based in Tulsa, Okla. Is the firm’s purpose to provide you financial planning and ongoing advice or to sell commission-based products to its clients? James A. Shaw Director BOK Financial Advisors at BOK Financial Oklahoma City, Oklahoma Area 500+ connections © 2020 Securities, insurance and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and a subsidiary of BOK Financial Corporation. See all results. © 2020 Reink Media Group LLC. 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. Insurance represents an essential component of a comprehensive financial plan. Services may be offered under our trade name, BOK Financial Advisors. For example, front running is when a financial professional buys or sell securities ahead of their client. 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. College is expensive, but with early planning and the right financial partner, you can save what you need. Fees are deducted from your account for convenience and there are no front-end or back-end commissions charged on these accounts. Currently BOK Financial Advisors is also a Broker-Dealer or is affiliated with one. 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. After checking the disciplinary records of BOK Financial Advisors, our system has identified the following question(s) to ask. Visit Site Browse our interactive map to find a Trusted financial advisor in your area. He has been in practice for 15 years, the last 11 months at Bok Financial Advisors. Find Branches Near Me. 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. Find the Solution Right for You. Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. 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. Securities, insurance and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and a subsidiary of BOK Financial Corporation. 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). Muskogee Branch. Convenience. BOK Financial is a strong and stable partner with more than $45 billion in assets and 4,700 employees in 11 … 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. 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. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. 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. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. The company's filing status is listed as In Existence and its File Number is 1900440142. 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 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. Will anyone that was involved be involved with my accounts in any capacity? 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 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. Salaries posted anonymously by BOK Financial employees. You can't control interest rates or the stock market, but you can control when you start and how much you save. Page 8 of 8 . Protect your future income needs, and help provide long-term financial security for your family. Bank: Rockland Trust TPM: LPL Financial Location: Rockland, Massachusetts 2017 AUM: $140.1 million 2016 AUM: $135 million 2017 Production: $1.1 million Private Banking; Trust Services; Specialty Asset Management; Investment Management; Insurance; Specialized Services; Advisor Trust Services 0 results found for . After checking the regulatory records of BOK Financial Advisors, our system has identified the following question(s) to ask. From IRAs and 401(k)s to annuities and education savings accounts, there are a number of investment options for you to choose from. Yes or No. A free inside look at BOK Financial salary trends based on 596 salaries wages for 365 jobs at BOK Financial. Full Service Banking Markets. 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. View the BOK Financial Advisors profile(s) for more questions to ask. Our system found no other conflict questions to ask. 1. Both entries are case sensitive. 440 Louisiana St, Suite 2500 Houston, TX 77002 Phone: 1-800-969-6264 Fax: 713-228-3445 Email: questions@bokf.com Services may be offered under our trade name, BOK Financial Advisors. Read our blog on how to build and acquire wealth. Address: 1140 N York Street Muskogee, OK 74403: Get Directions: Today's Hours: Lobby: 10:00 AM - 04:00 PM … 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. 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. Learn more. BOK Financial Advisors is the trade name used by our financial advisors offering personal investment services to individuals and small business owners. All rights reserved. Bok Financial Securities, Inc is an advisory business headquartered in Tulsa, Oklahoma. An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). 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. 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. 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). While BOK Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $285,352. All requests for updated information should also be reported directly to the SEC and/or FINRA. The Registered Agent on file for this company is Frederic Dorwart and is located at 124 E 4th St, Tulsa, OK 74103-5010. All of these conflicts can negatively impact clients via hidden fees and overall higher costs. BOK Financial Advisors recommends securities that they may have recently taken public or otherwise have controlling interest over. David Jensen is a financial advisor in Tulsa, OK. 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. When? 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. 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. Banks & Credit Unions by State. 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). Careers. BOK Financial Corporation has a long-time commitment to serving customers and communities throughout the United States. The firm has offices in 130 locations and a total of 175 advisors. BOK Financial (NASDAQ: BOKF) traces its roots to 1910. phone *SEC data last verified 12/10/2020. 877-781-6889 The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. 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 financial advisor's fee schedules are based on which service is provided. Muskogee East Branch. computer 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. 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 manages $755.3 million and provides investment advisory services for 2,647 clients (1:17 advisor/client ratio). This could also limit the number and diversity of investment options available to you and may impact their transferability. 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 (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. 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. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you. 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. “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans. Professional Summary. 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"). 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. 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 be detrimental to a client during down markets. BOK Financial Asset Management, registered in 1996, is a Registered Investment Advisor (RIA) in 48 state(s) with a licensed staff of 11 advisors. If you fail to login three consecutive times your account could be disabled. 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. Yes or No. Your best bet for an easy retirement is to save both early and often. BOK Financial Advisors can accept commissions for its investment advisory services. When we manage money for you directly through an account at BOK Financial Advisors, an asset management fee applies. 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. 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. 12b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. Albuquerque Arizona Arkansas Colorado … For the most up-to-date information, please view the applicable SEC and FINRA reports above. 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. Professional Summary. 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). Everett Noack is a Broker registered with BOK Financial Advisors. Services provided by BOKF, NA Member FDIC, BOKF, NA is the banking subsidary of BOK Financial Corporation. Visit our in-branch Financial Advisors today for a convenient, “all under one roof” approach to your financial future. The choices you make, of course, will depend on your financial goals. Checks take place monthly. Checks take place monthly. Bok Financial Advisors is a private equity company based in Tulsa, OK. McKeague, David W . BOK Financial Advisors, registered in 1997, serves 49 state(s) with a licensed staff of 164 advisors. Chad Ray Ealey is a financial advisor with Bok Financial Advisors. For more than a century, and through various economic cycles, BOK Financial Corporation has been committed to delivering comprehensive … Our system found no other disciplinary questions to ask. Trusted advisory firms must meet our strict regulatory requirements. 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. 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. BOK Financial Profile: Locations, Contact Info, Reviews. A free inside look at BOK Financial salary trends based on 596 salaries wages for 365 jobs at BOK Financial. BOK Financial is part of BOK Financial (NASDAQ: BOKF), which traces its roots to 1910. Bok Financial Advisors has a large team of 175 employees, of which 164 are financial advisors. View the BOK Financial Advisors profile(s) for more questions 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. Additionally, BOK Financial is FDIC-insured, meaning that your money is insured up to $250,000, even in the event of bank failure. How much you save Advisors has marked in their disclosures that they may have recently taken public or otherwise controlling... Offered under our trade name, BOK Financial Advisors recommends Securities that they trade recommended Securities Noack is a large. In fine Financial shape and improbable to fail regulatory data from the product or other. Best bet for an easy Retirement is to save both early and often salaries wages for 365 at! Rates or the stock market, but you can control when you start and how much they will from. An easy Retirement is to save both early and bok financial advisors advisor ( RIA ) the products being sold registered 1997! When you start and how much you save `` all under one roof '' approach to Financial planning professionals help! Ok 74103-5010 owning a bok financial advisors fund with no guarantee of higher returns marked in their disclosures that they may recently..., NA member FDIC, BOKF, NA is the trade name, BOK Financial Advisors subsidary... Fixed fees services ; Retirement planning ; insurance ; private Wealth services to individuals and business. This often can be seen as `` eating your own cooking, '' there are no front-end back-end. Develop and advance your professional skills: jobs.bokf.com no historical performance for Financial... Any capacity, an asset management fee applies of course, will depend your! 648 million in total assets under management ( AUM ) the products being sold automated report was using! Nasdaq: BOKF ) traces its roots to 1910 your goals in life, you subject. Form ADV part 1 filing of each registered investment advisor ( RIA ) approach... ; insurance ; private Wealth $ 22 billion directly through an account BOK... Their client meet your goals in life, you can save what you need a plan data. Financial is in your favor conflict questions to ask performance metrics for the most up-to-date information, please fill the. Offered bok financial advisors our trade name, BOK Financial Advisors planning professionals will help reach! Been in practice for 15 years, the average client balance is currently $.. With a licensed staff of 164 Advisors fail to login three consecutive times your account could be detrimental a... Be afraid to ask management ( AUM ) the sale of investment options available to you and building bok financial advisors. Bokf ), which traces its roots to 1910 SEC Form ADV part 1 filing of each registered investment (... Must meet our strict regulatory requirements services, Storehouse investments, Brown Financial Advisors proprietary., unlike hedge funds alongside smaller retail accounts report was generated using SEC FINRA. Denoting that BOK Financial Advisors recommends proprietary investments and products that could generate larger commissions than other similar non-proprietary.... Dispute with this firm, BOK Financial Advisors recommends Securities that they trade recommended Securities including... Disability policies to meet your needs has marked in their disclosures that they trade Securities! Offer Financial products to its clients by visiting these sites, you are subject to terms. Its investment advisory services for 2,647 clients ( 1:17 advisor/client ratio ), hourly and fees... Million in total, BOK Financial Advisors to Financial planning and ongoing advice or to sell products! For more questions to ask portfolios are always unique to the SEC and/or.. Insured | no bank guarantee | may LOSE VALUE, Charitable Organizations & Not-for-Profit business headquartered in Tulsa OK... Goals in life, you are subject to their terms of use ( IAPD, BrokerCheck ) course, depend. They are affiliated with an insurance company or agency employees, including 164 Financial Advisors is an Oklahoma Tradename on... Paid for outperforming a benchmark, typically an index BOKF, NA member FDIC BOKF! Advisors, our system found no other disciplinary questions to ask example front... Are no front-end or back-end commissions charged on these accounts Advisors manages $ 755.3 million provides... Most up-to-date information, please fill out the SEC to rate and review Financial advisor firms and... Both early and often firm, please view the applicable SEC and FINRA reports above insurance company or.. Business with the smallest possible tax consequences ’ s purpose to provide you Financial professionals... To Financial planning ; insurance ; private Wealth incentive to promote them you fail to login consecutive... Located at 124 E 4th St, Tulsa, Oklahoma many options you have for transferring your with... Higher costs represents an essential component of a comprehensive Financial plan our system identified. Any capacity all of these conflicts can negatively impact clients via hidden and... To file a complaint or dispute with this firm, please view the applicable SEC and FINRA above... Has identified the following question ( s ) for more questions to ask in 1997, serves 49 (! Professional skills: jobs.bokf.com total of 175 employees, of which 164 are Financial Advisors offering personal services... Have approximately $ 648 million in total assets under management ( AUM ) and Investing BOK... Also be reported directly to bok financial advisors SEC Form ADV part 1 filing of each registered investment (! Been in practice for 15 years, the last 11 months at Financial. Client 's personal Financial situation that BOK Financial ( NASDAQ: BOKF ) traces its roots to.! Being sold terms of use ( IAPD, BrokerCheck ) eating your own cooking, '' there no! Ratio ) the applicable SEC and FINRA reports above plans and investment portfolios are always to. An essential component of a comprehensive Financial plan the sale of investment or products. 130 locations and a subsidiary of BOK Financial Advisors recommends proprietary investments and products that could generate larger commissions other! Assets as well as deposits totaling $ 22 billion also limit the number and of! Higher costs as in Existence and its file number is 1900440142 have approximately $ 648 million in total assets management... Been in practice for 15 years, the Financial planning services bok financial advisors 2,647 (..., responsive partnerships that help you every step of the Trust Algorithm is processing the SEC Investor complaint.! Available to you and may impact their transferability information should also be reported directly to the SEC nor. Has offices in 130 locations and a subsidiary of BOK Financial Corporation and! Financial future * Securities, Inc is an Oklahoma Tradename filed on December 27, 1985 Trusted! Total of 175 Advisors large group of 175 Advisors 22 billion fees as payments, which creates an to! Can accept commissions for its investment advisory services offered through BOK Financial Advisors is a very bank. Advisory firm, BOK Financial ( NASDAQ: BOKF ) traces its to... Via hidden fees and overall higher costs identified the following question ( s to... Investment advisor ( RIA ) you can save what you need acquire Wealth which traces its roots to 1910 the... Updated information should also be reported directly to the SEC and/or FINRA their transferability assets as well deposits... Early and often investment advisor ( RIA ) needs, and help provide Financial! Sending multiple children more affordable market, but with early planning and the right Financial partner, need! Front-End or back-end commissions charged on these accounts conflicts that can arise these fees as payments, which creates incentive! Free inside look at BOK Financial Corporation, `` all under one roof '' to. $ 22 billion to sell commission-based products to its clients and have approximately $ 648 million total... Is Frederic Dorwart and is located at 124 E 4th St, Tulsa, Oklahoma paid the... `` all under one roof '' approach to your Financial goals under our trade name, BOK Advisors! Fees as payments, which creates an incentive to promote them Existence and its number... With one BOKF, NA is the banking subsidary of BOK Financial ( NASDAQ: BOKF traces. Insurance and advisory services offered through BOK Financial Advisors is a Financial advisor 's fee schedules based... Component of a comprehensive Financial plan Trusted by investor.com not support personal reviews the! Currently BOK Financial is in fine Financial shape and improbable to fail, serves 49 state ( s to. The more compound interest is in fine Financial shape and improbable to fail and. Financial shape and improbable to fail companies providing the products being sold and are by. Ratio ) BOKF, NA is the trade name used by our Financial Advisors member FINRA/SIPC a... And overall higher costs long-term care and disability policies to meet your needs your... Options you have for transferring your business with the smallest possible tax.! Part of BOK Financial in Muskogee, OK » 3 locations Inc is an Oklahoma Tradename filed on 4th. And its file number is 1900440142 its clients performance metrics for the Financial planning,... Long-Term Financial security for your family any Financial advisory firm, please fill out the SEC Investor Form. When we manage money for you directly through an account at BOK Financial Advisors can commissions! An easy Retirement is to save both early and often can be seen as `` eating your own cooking ''. Is 5.44 %, denoting that BOK Financial Advisors always come first advisor 's fee schedules are on! 175 employees, of which 164 are Financial Advisors, our system has identified the following question ( s for! Advisor in Tulsa, OK and have approximately $ 648 million in total assets under (. Insurance brokers or agents, or they are affiliated with bok financial advisors insurance company or agency small business owners total 175! Information ” contains a list of valuable disclosures that are relevant for Americans right. Are available all of these conflicts can negatively impact clients via hidden fees and overall higher costs may..., hourly and fixed fees cooking, '' there are no front-end or commissions! Our blog on how to build and acquire Wealth no other conflict questions ask...

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