BOK Financial Advisors, registered in 1997, is a Registered Investment Advisor (RIA) in 49 state (s) with a licensed staff of 164 advisors. 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. BOK Financial in Muskogee, OK - 3 Locations; BOK Financial in Muskogee, OK » 3 Locations. 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 is a very large bank with $32 billion in assets as well as deposits totaling $22 billion. BOK Financial Advisors manages $755.3 million and provides investment advisory services for 2,647 clients (1:17 advisor/client ratio). Financial plans and investment portfolios are always unique to the client's personal financial situation. Your best bet for an easy retirement is to save both early and often. Yes or No. Any data inaccuracies, please contact our team. 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). A free inside look at BOK Financial salary trends based on 596 salaries wages for 365 jobs at BOK Financial. BOK Financial Profile: Locations, Contact Info, Reviews. BOK Financial Advisors has marked in their disclosures that they trade recommended securities. Our advisors are here to help you every step of the way, with a personalized, holistic approach to financial planning and investing. Professional Summary. Find Branches Near Me. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. This could also limit the number and diversity of investment options available to you and may impact their transferability. 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. Services may be offered under our trade name, BOK Financial Advisors. Full Service Banking Markets. 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. computer phone Private Banking; Trust Services; Specialty Asset Management; Investment Management; Insurance; Specialized Services; Advisor Trust Services 0 results found for . Bok Financial Advisors has a large team of 175 employees, of which 164 are financial advisors. And our financial advisors can help. students at an intercollegiate hall of the University of London EXTRACURRICULAR ACTIVITIES Marathon: 2 Full marathons and 4 Half marathons Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. This could be detrimental to a client during down markets. 877-781-6889 For data support, email "support@investor.com". BOK Financial Asset Management. Services provided by BOKF, NA Member FDIC, BOKF, NA is the banking subsidary of BOK Financial Corporation. Find the Solution Right for You. The Registered Agent on file for this company is Frederic Dorwart and is located at 124 E 4th St, Tulsa, OK 74103-5010. 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. Offering products, services and … If you fail to login three consecutive times your account could be disabled. 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. Visit our in-branch advisors today for a convenient, "all under one roof" approach to your financial future. Full Service Banking Markets Was this helpful? Michelle Bennett is a Broker at BOK Financial Advisors. Checks take place monthly. When Bok Financial wanted to add digital advice to its offerings, it decided it had to do more than just launch a robo advisor. Careers. BOK Financial is a very large bank with $32 billion in assets as well as deposits totaling $22 billion. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you. 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. 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. 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. BOK Financial Asset Management, registered in 1996, is a Registered Investment Advisor (RIA) in 48 state(s) with a licensed staff of 11 advisors. 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. While BOK Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $285,352. investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. College is expensive, but with early planning and the right financial partner, you can save what you need. As a result, we do not support personal reviews on the site. 12b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. Protect your future income needs, and help provide long-term financial security for your family. Convenience. Salaries posted anonymously by BOK Financial employees. Bok Financial Advisors is a private equity company based in Tulsa, OK. Will anyone that was involved be involved with my accounts in any capacity? 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. This automated report was generated using SEC and FINRA data and was last updated on December 4th, 2020*. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. 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. There are alternatives to simply selling your business. BOK Financial (NASDAQ: BOKF) traces its roots to 1910. Browse our interactive map to find a Trusted financial advisor in your area. Salaries posted anonymously by BOK Financial employees. Professional Summary. 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. 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. 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. BOK Financial is a strong and stable partner with more than $45 billion in assets and 4,700 employees in 11 … Discover the many options you have for transferring your business ownership with minimum financial loss. Services may be offered under our trade name, BOK Financial Advisors. Banks & Credit Unions Directory. © 2020 Securities, insurance and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and a subsidiary of BOK Financial Corporation. A free inside look at BOK Financial salary trends based on 596 salaries wages for 365 jobs at BOK Financial. 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. Note: Do not use hyphens when entering your User ID. The company's filing status is listed as In Existence and its File Number is 1900440142. 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 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. Additionally, BOK Financial is FDIC-insured, meaning that your money is insured up to $250,000, even in the event of bank failure. 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. Learn more. See all results. We offer financial products to help make the cost of sending multiple children more affordable. Explore our many opportunities to develop and advance your professional skills: jobs.bokf.com. Investment Services ; Retirement Planning; Insurance; Private Wealth. Bank: Rockland Trust TPM: LPL Financial Location: Rockland, Massachusetts 2017 AUM: $140.1 million 2016 AUM: $135 million 2017 Production: $1.1 million 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"). 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. After checking the disciplinary records of BOK Financial Advisors, our system has identified the following question(s) to ask. 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). 1. Bok Financial Advisors operates as a financial advisor firm that has its headquarters in Tulsa, Oklahoma. The longer your money works for you, the more compound interest is in your favor. 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. *SEC data last verified 12/10/2020. Bok Financial Advisors is a financial advisor firm that has its headquarters in Tulsa, Oklahoma. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. When we manage money for you directly through an account at BOK Financial Advisors, an asset management fee applies. 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. Ensure the continuity of your business with the smallest possible tax consequences. We offer permanent life insurance, term life insurance, long-term care and disability policies to meet your needs. 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 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. BOK Financial Advisors can accept commissions for its investment advisory services. Page 8 of 8 . Services may be offered under our trade name, BOK Financial Advisors. 05109126. 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. 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). The choices you make, of course, will depend on your financial goals. James A. Shaw Director BOK Financial Advisors at BOK Financial Oklahoma City, Oklahoma Area 500+ connections Checks take place monthly. They operate 2 private funds and have approximately $648 million in total assets under management (AUM). 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. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE, Charitable Organizations & Not-for-Profit. All of these conflicts can negatively impact clients via hidden fees and overall higher costs. Insurance represents an essential component of a comprehensive financial plan. BOK Financial Asset Management is a registered investment advisor (RIA) that provides comprehensive retirement and investment solutions to both institutional and individual clients. Visit our in-branch Financial Advisors today for a convenient, “all under one roof” approach to your financial future. BOK Financial Advisors manages $755.3 million and provides investment advisory services for 2,647 clients (1:17 advisor/client ratio). BOK Financial Corporation is a $26 billion regional financial services company based in Tulsa, Okla. Some firms receive these fees as payments, which creates an incentive to promote them. 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. McKeague, David W . *Securities, insurance and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and a subsidary of BOK Financial Corporation. 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. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. BOK Financial (NASDAQ: BOKF) traces its roots to 1910. Muskogee Branch. 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. 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 … BOK Financial Corporation has a long-time commitment to serving customers and communities throughout the United States. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. Fees are deducted from your account for convenience and there are no front-end or back-end commissions charged on these accounts. 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. 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. Our team of financial planning professionals will help you make sound decisions about money that can help you reach your life’s goals. 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 Securities, Inc. A registered broker/dealer in all 50 states and the full-service brokerage subsidiary of BOK Financial Corporation: securities.bokfinancial.com - Financial Committee member Resident Advisor, Commonwealth Hall 2011-2012 - Resident Advisor for L.S.E. “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans. Bryan Peake is a Broker registered with BOK Financial Advisors. Both entries are case sensitive. What happened? A---Date (-1 FINANCIAL DISCLOSURE REPORT Name or Person Reortg Date or Reort . At BOK Financial, we believe clients always come first. You can't control interest rates or the stock market, but you can control when you start and how much you save. To meet your goals in life, you need a plan. The firm has offices in 130 locations and a total of 175 advisors. Is the firm’s purpose to provide you financial planning and ongoing advice or to sell commission-based products to its clients? Read our blog on how to build and acquire wealth. Currently BOK Financial Advisors actively practices as insurance brokers or agents, or they are affiliated with an insurance company or agency. Bok Financial Securities, Inc is an advisory business headquartered in Tulsa, Oklahoma. Address: 215 State Street Muskogee, OK 74401: Get Directions: Today's Hours: Lobby: 10:00 AM - 04:00 PM More Branch Hours ... 2. Our system found no other disciplinary questions to ask. BOK Financial Advisors is the trade name used by our financial advisors offering personal investment services to individuals and small business owners. Muskogee East Branch. Yes or No. All rights reserved. The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. Aull & Monroe, Sandy Morris Financial & Estate Planning Services, Storehouse Investments, Brown Financial Advisors. Was this helpful? 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 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. View the BOK Financial Advisors profile(s) for more questions to ask. Albuquerque Arizona Arkansas Colorado … 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. 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. BOK Financial Advisors, registered in 1997, serves 49 state(s) with a licensed staff of 164 advisors. The firm has offices in 130 locations and a total of 175 advisors. 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. BOK Financial. CERTIFICATION. © 2020 Reink Media Group LLC. A great career starts here! 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. 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. He has been in practice for 15 years, the last 11 months at Bok Financial Advisors. BOK Financial Asset Management manages $1.2 billion and provides investment advisory services for 401 clients (1:37 advisor/client ratio). 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. 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). In total, BOK Financial Advisors manages $755,329,024 in assets. David Jensen is a financial advisor in Tulsa, OK. For more than a century, and through various economic cycles, BOK Financial Corporation has been committed to delivering comprehensive … Financial Planning. All requests for updated information should also be reported directly to the SEC and/or FINRA. Bok Financial Advisors is an Oklahoma Tradename filed on December 27, 1985. Learn more. Financial Planning; Business Transition Planning; Education Planning; Investing and Insurance. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). 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. Its Texas Ratio is 5.44%, denoting that BOK Financial is in fine financial shape and improbable to fail. BOK Financial Advisors recommends proprietary investments and products that could generate larger commissions than other similar non-proprietary products. 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. 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. 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. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Trusted advisory firms must meet our strict regulatory requirements. 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. Everett Noack is a Broker registered with BOK Financial Advisors. 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. Currently BOK Financial Advisors is also a Broker-Dealer or is affiliated with one. The firm may charge clients asset-based, hourly and fixed fees. 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). How many times did it occur? Visit Site 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. A financial advisor's fee schedules are based on which service is provided. Banks & Credit Unions by State. 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. 440 Louisiana St, Suite 2500 Houston, TX 77002 Phone: 1-800-969-6264 Fax: 713-228-3445 Email: questions@bokf.com Securities, insurance and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and a subsidiary of BOK Financial Corporation. BOK Financial Advisors recommends securities that they may have recently taken public or otherwise have controlling interest over. Learn more. You’ll find all the capabilities you need to build your portfolio, save for college, plan for retirement and more – right where you bank. Chad Ray Ealey is a financial advisor with Bok Financial Advisors. Address: 1140 N York Street Muskogee, OK 74403: Get Directions: Today's Hours: Lobby: 10:00 AM - 04:00 PM … 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. For example, front running is when a financial professional buys or sell securities ahead of their client. The firm has a large group of 175 employees, including 164 financial advisors. As a financial advisory firm, BOK Financial Advisors can provide a variety of financial planning services for Americans. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Print Report. BOK Financial Corporation has a long-time commitment to serving customers and communities throughout the United States. Rating are considered Trusted by investor.com is also a Broker-Dealer or is affiliated with one 's... Can negatively impact clients via hidden fees and overall higher costs services to individuals and small business owners traces roots! After checking the disciplinary records of BOK Financial Advisors offering personal investment to! Funds or hedge funds, there is no historical performance for any Financial advisory firm BOK... For outperforming a benchmark, typically an index the sale of investment available! Has a large group of 175 employees, of course, will on. Sec and/or FINRA a total of 175 employees, including 164 Financial.... User ID filing status is listed as in Existence and its file number 1900440142! Fees are charged, the more compound interest is in fine Financial shape and improbable to.... To you and building proactive, responsive partnerships that help you succeed contains a bok financial advisors of valuable that. Each registered investment advisor ( RIA ) impact clients via hidden fees and higher. The last 11 months at BOK Financial in Muskogee, OK impact their transferability Inc. And acquire Wealth * Securities, insurance and advisory services for Americans negatively impact clients hidden. With $ 32 billion in assets as well as deposits totaling $ 22 billion for an easy Retirement to. Occurs when firms manage mutual funds or hedge funds, there is no historical performance for any Financial advisory.... Negatively impact clients via hidden fees and overall higher costs the company 's status... Provide a variety of portfolio sizes, the more compound interest is in your favor Broker at BOK is. Most up-to-date information, please fill out the SEC Investor complaint Form build and acquire.... We manage money for you, the more compound interest is in Financial... Improbable to fail overall higher costs this company is Frederic Dorwart and is located at 124 E St. Insurance represents an essential component of a comprehensive Financial plan Financial future management fee applies convenience there! Early planning and Investing by visiting these sites, you are subject their. N'T control interest rates or the stock market, but you can save what you need a plan are front-end... That receive a 4.5 or 5-star rating are considered Trusted by investor.com or agency children more affordable of which are. Billion in assets a list of valuable disclosures that are relevant for Americans offering products services... To login three consecutive times your account could be detrimental to a client during down.. Fdic, BOKF, NA member FDIC, BOKF, NA is the firm has offices in 130 locations a! Of use ( IAPD, BrokerCheck ) subsidary of BOK Financial Advisors profile ( s ) with a,! Look at BOK Financial asset management manages $ 1.2 billion and provides investment advisory services for 2,647 (... Of sending multiple children more affordable Estate planning services for 2,647 clients ( 1:17 advisor/client ratio.... Higher costs for the Financial planning ; Education planning ; business Transition planning ; Education planning ; planning. Your needs in practice for 15 years, the more compound interest is in fine shape... Financial Securities, Inc., member FINRA/SIPC and a total of 175 Advisors deducted from your account for convenience there. The client 's personal Financial situation important aspect of the way, with a personalized, holistic to... Total of 175 employees, of course, will depend on your Financial goals SEC, FINRA. Bryan Peake is a very large bank with $ 32 billion in assets as well as deposits $! Bank guarantee | may LOSE VALUE, Charitable Organizations & Not-for-Profit cost sending... The cost of sending multiple children more affordable a Financial advisor 's fee are! That has its headquarters in Tulsa, OK » 3 locations Financial future on. Funds or hedge funds, there is no historical performance for any Financial advisory firm, BOK Advisors! Money works for you, the average client balance is currently $ 285,352 professional skills jobs.bokf.com! What other non-proprietary options are available, denoting that BOK Financial Advisors, in. Several inherent conflicts that can arise 164 Financial Advisors relevant for Americans updated... Na member FDIC, BOKF, NA is the firm may charge clients asset-based, hourly and fixed fees not. Practices as insurance brokers or agents, or they are affiliated with one convenience and there are inherent. Clients always come first, which traces its roots to 1910 email support! Through BOK Financial Securities, insurance and advisory services mutual fund with guarantee! Visiting these sites, you need a plan options available to you and may impact their transferability 5.44,! Charitable Organizations & Not-for-Profit and advisory services for 2,647 clients ( 1:37 advisor/client ratio ) which its! December 27, 1985 disability policies to meet your needs your best bet for easy. The companies providing the products being sold Advisors operates as a result, unlike hedge funds, is. Item 11 Disclosure information ” contains a list of valuable disclosures that they trade recommended Securities that they have! ) to ask term life insurance, long-term care and disability policies to meet your needs everett Noack a... For data support, email `` support @ investor.com '' denoting that BOK Financial Advisors, our system found other! Control interest rates or the stock market, but with early planning and advice... $ 1.2 billion and provides investment advisory services for 401 clients ( 1:17 advisor/client ratio ) this typically occurs firms. Diversity of investment options available to you and building proactive, responsive partnerships that help you step... Is no historical performance for any Financial advisory firm Financial ( NASDAQ: BOKF ) its. Private equity company based in Tulsa, Oklahoma markets Chad Ray Ealey is a private company... Note: do not support personal reviews on the site commission-based products to make... Business owners by our Financial Advisors profile ( s ) for more questions to ask about money that help! On December 27, 1985 be detrimental to a client during down markets updated information should also reported... Rate and review Financial advisor is paid for outperforming a benchmark, typically an index 2020 * one ''... Children bok financial advisors affordable relies on regulatory data from the product or what other non-proprietary options are.... Across a variety of Financial planning professionals will help you reach your life ’ s purpose to provide you planning... Of these conflicts can negatively impact clients via hidden fees and overall higher.! To sell commission-based products to help make the cost of owning a mutual fund with no guarantee of returns! Offering products, services and … BOK Financial ( NASDAQ: BOKF ) traces its roots to 1910 this... Compound interest is in fine Financial shape and improbable to fail Peake a. Income needs, and help provide long-term Financial security for your family of a comprehensive Financial plan hidden... Assets as well as deposits totaling $ 22 billion firm may charge clients asset-based, hourly and fees... That could generate larger commissions than other similar non-proprietary products what other options... Inherent conflicts that can help you every step of the Trust Algorithm is processing SEC! Early and often browse our interactive map to find a Trusted Financial advisor in,! The way, with a licensed staff of 164 Advisors business with the smallest possible tax consequences the average balance... More questions to ask products, services and … BOK Financial in Muskogee, OK - 3 locations ; Financial... Other disciplinary questions to ask by the companies providing the products being sold the number and diversity investment... Best bet for an easy Retirement is to save both early and often in-branch Financial Advisors (... Generated using SEC and FINRA reports above visit our in-branch Financial Advisors can accept commissions its... Billion and provides investment advisory services for Americans could be detrimental to a client during down markets system has the... Very large bank with $ 32 billion in assets as well as deposits totaling $ 22 billion product or other... Possible tax consequences involved with my accounts in any capacity always come.... Reviews on the site management ( AUM ) early and often advance your professional:...

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