Bradley Wedel, financial advisor Oklahoma City OK

Bradley Wedel

CRD Number: 4245653
Current Firm: Bok Financial Advisors

Bradley Wedel (CRD# 4245653) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Bokf, Na Oklahoma City, OK Jul 2008 - Current 12
Bok Financial Securities, Inc. Oklahoma City, OK Jul 2008 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bradley C. Wedel
Phone Number: 877-781-6889
Registered State(s):
  • MO
  • OK
By the Numbers
  • Total Assets Under Management
    755
    MILLIONS
  • Total Number of Accounts
    2,650
    ACCOUNTS
  • Average Account Value
    $285,030
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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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