Alex Goossen, financial advisor Tulsa OK
90 score

Alex Goossen

CRD Number: 6165917
Current Firm: Bok Financial Advisors

Alex Goossen (CRD# 6165917) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bosc, Inc. Tulsa, OK Jan 2015 - Current 1
Bokf, Na Tulsa, OK Jan 2015 - Current 1
Fidelity Bank Oklahoma City, OK Mar 2014 - Jan 2015 < 1
Hornor Townsend & Kent Inc. Horsham, PA Feb 2013 - Mar 2014 1
Penn Mutual Life Ins Co Horsham, PA Feb 2013 - Mar 2014 1
Oklahoma State Univ Stillwater, OK Jun 2009 - Dec 2012 3
Premier Advisors Group Tulsa, OK Jun 2012 - Aug 2012 < 1
Midfirst Bank Stillwater, OK Dec 2010 - May 2012 1
High School Collinsville, OK May 2005 - May 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Alex C. Goossen
Phone Number: 877-781-6889
Registered State(s):
  • OK
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
90
Clean Record
This advisor has a clean track record with regulators.

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