Michael Kraics, financial advisor Tulsa OK

Michael Kraics

CRD Number: 2925230
Current Firm: Cavanal Hill Investment Management, Inc.

Michael Kraics (CRD# 2925230) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Tulsa, OK and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Cavanal Hill Dist. Londonderry, NH Oct 2021 - Current < 1
Foreside Financial Services, LLC Londonderry, ME Jan 2021 - Sep 2021 < 1
Bmo Asset Management Corp. Londonderry, NH Dec 2020 - Sep 2021 < 1
Northern Trust Bank Chicago, IL Apr 2014 - Dec 2020 6
Northern Trust Securities, Inc. Chicago, IL Apr 2014 - Dec 2020 6
Russell Investment Group Tacoma, WA Sep 2006 - Apr 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
S66 NASAA Uniform Combined State Law Examination Apr 2009
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Michael R. Kraics
Phone Number: 800-958-2942
Firm Website: https://cavanalhill.com
Registered State(s):
  • CT
  • DE
  • ME
  • MA
  • NH
  • NJ
  • NY
  • OK
  • RI
  • VT
By the Numbers
  • Total Assets Under Management
    10,120
    MILLIONS
  • Total Number of Accounts
    2,056
    ACCOUNTS
  • Average Account Value
    $4,921,983
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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