Bok Financial Advisors

Bok Financial Advisors (CRD# 17530) is a financial advisory firm headquartered in Tulsa, OK. They manage $568,342,033 in 1,682 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    568
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Bok Financial Advisors
Showing 1 - 10 of 228 top financial advisors.
1
Paul R. Sophy
CRD#: 4517824
One Williams Center, 10th Floor, Tulsa, OK 74172
98
Wealthminder
score

Paul Sophy (CRD# 4517824) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 13 years of experience in the finance industry.

2
Spencer M. Brown
CRD#: 2345161
11225 College Blvd., Ste. 410, Overland Park, KS 66210
96
Wealthminder
score

Spencer Brown (CRD# 2345161) is an Investment Advisor Representative working at Bok Financial Advisors in Overland Park, KS and has over 22 years of experience in the finance industry. Spencer Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kristeen L. Burks
CRD#: 2678984
5956 Sherry Lane, 7th Floor, Dallas, TX 75225
96
Wealthminder
score

Kristeen Burks (CRD# 2678984) is an Investment Advisor Representative working at Bok Financial Advisors in Dallas, TX and has over 21 years of experience in the finance industry. Kristeen Burks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Aaron S. Clark
CRD#: 5105909
7500 College Blvd., Suite 650, Phoenix, AZ 85054
96
Wealthminder
score

Aaron Clark (CRD# 5105909) is an Investment Advisor Representative working at Bok Financial Advisors in Phoenix, AZ and has over 10 years of experience in the finance industry.

5
James R. Cole
CRD#: 2941597
One Williams Center, Plaza Southeast, Tulsa, OK 74172
96
Wealthminder
score

James Cole (CRD# 2941597) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 19 years of experience in the finance industry. James Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Shane E. Delavan
CRD#: 4830058
1600 Broadway, 1st, 3rd And 6th Floors, Denver, CO 80202
96
Wealthminder
score

Shane Delavan (CRD# 4830058) is an Investment Advisor Representative working at Bok Financial Advisors in Denver, CO and has over 11 years of experience in the finance industry.

7
Clint S. Dishman
CRD#: 3197465
One Williams Center 15th Fl., Tulsa, OK 74172
96
Wealthminder
score

Clint Dishman (CRD# 3197465) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 17 years of experience in the finance industry.

8
Cassaundra D. Frost
CRD#: 2833710
307 West Washington Street, Sherman, TX 75090
96
Wealthminder
score

Cassaundra Frost (CRD# 2833710) is an Investment Advisor Representative working at Bok Financial Advisors in Sherman, TX and has over 13 years of experience in the finance industry.

9
Jude V. Gleason
CRD#: 1932500
100 Sun Avenue Ne, Suite 500, Albuquerque, NM 87109
96
Wealthminder
score

Jude Gleason (CRD# 1932500) is an Investment Advisor Representative working at Bok Financial Advisors in Albuquerque, NM and has over 19 years of experience in the finance industry. Jude Gleason has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Michael D. Gleason
CRD#: 1714845
5320 Bellaire Blvd., Bellaire, TX 77401
96
Wealthminder
score

Michael Gleason (CRD# 1714845) is an Investment Advisor Representative working at Bok Financial Advisors in Bellaire, TX and has over 28 years of experience in the finance industry.

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