Thomas Knutila, financial advisor Albuquerque NM
89 score

Thomas Knutila

CRD Number: 6160775
Current Firm: Bok Financial Advisors

Thomas Knutila (CRD# 6160775) is an Investment Advisor Representative working at Bok Financial Advisors in Albuquerque, NM and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bosc, Inc. Albuquerque, NM Apr 2013 - Current 3
Bank Of Albuquerque Albuquerque, NM Dec 2012 - Current 4
Bank Of America Albuquerque, NM Apr 1998 - Dec 2012 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Thomas A. Knutila
Phone Number: 877-781-6889
Registered State(s):
  • AZ
  • AR
  • CO
  • KS
  • MO
  • NM
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    568
    MILLIONS
  • Total Number of Accounts
    1,682
    ACCOUNTS
  • Average Account Value
    $337,897
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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