Kathryn Dinsmore, financial advisor Tulsa OK
90 score

Kathryn Dinsmore

CRD Number: 5917711
Current Firm: Bok Financial Advisors

Kathryn Dinsmore (CRD# 5917711) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 5 years of experience in the finance industry.

Similar Advisors
Paul Sophy, financial advisor Tulsa OK
Paul R. Sophy
CRD# 4517824
Bok Financial Advisors
Score
98
Similar Advisors
Robert West, financial advisor Tulsa OK
Robert B. West
CRD# 6274861
Edward Jones
Score
98
Similar Advisors
Roy Ames, financial advisor Tulsa OK
Roy D. Ames
CRD# 5634084
Warburton Capital Management, LLC
Score
96
Company Name Location Dates Years
Bosc, Inc. Tulsa, OK Sep 2014 - Current 2
Bokf, Na Tulsa, OK Sep 2014 - Current 2
Ameriprise Financial Services, Inc. Tulsa, OK Jan 2013 - Sep 2014 1
State Farm Tulsa, OK Jan 2012 - Jan 2013 1
The Baker Group Oklahoma City, OK Mar 2010 - Jan 2012 1
Maurices Stillwater, OK Jan 2009 - Mar 2010 1
Kirklands Tulsa, OK May 2006 - Jan 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Kathryn E. Dinsmore
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

Ready to hire a financial advisor? Get competitive proposals from Kathryn Dinsmore and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.