Bok Financial Advisors

Bok Financial Advisors (CRD# 17530) is a financial advisory firm headquartered in Tulsa, OK. They manage $739,298,341 in 3,217 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    739
    MILLION
  • Total Number of Accounts
    3,217
    ACCOUNTS
  • Average Account Value
    $229,810
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
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 31 - 40 of 127 top financial advisors.
31
Brenda K. Garcia
CRD#: 2093522
499 West Sheridan Avenue, 25th, 26th And 27th Floors, Oklahoma City, OK 73102

Brenda Garcia (CRD# 2093522) is an Investment Advisor Representative working at Bok Financial Advisors in Oklahoma City, OK and has over 31 years of experience in the finance industry.

32
Steve D. Germany
CRD#: 2765364
5909 Camp Bowie Blvd., Fort Worth, TX 76107

Steve Germany (CRD# 2765364) is an Investment Advisor Representative working at Bok Financial Advisors in Fort Worth, TX and has over 27 years of experience in the finance industry.

33
Nicole A. Gilbert
CRD#: 2313754
6105 W. Park Blvd., Plano, TX 75093

Nicole Gilbert (CRD# 2313754) is an Investment Advisor Representative working at Bok Financial Advisors in Plano, TX and has over 30 years of experience in the finance industry.

34
Michael Glinski
CRD#: 6110045
1200 N. Mayfair Rd., Suite 450, Milwaukee, WI 53226

Michael Glinski (CRD# 6110045) is an Investment Advisor Representative working at Bok Financial Advisors in Milwaukee, WI and has over 11 years of experience in the finance industry.

35
John W. Godwin
CRD#: 2753642
6036 South Yale, Tulsa, OK 74135

John Godwin (CRD# 2753642) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 27 years of experience in the finance industry.

36
Alex C. Goossen
CRD#: 6165917
One Williams Center, Plaza, 8th And 10th Floors, Tulsa, OK 74172

Alex Goossen (CRD# 6165917) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 11 years of experience in the finance industry.

37
Scott B. Grauer
CRD#: 1509326
One Williams Center, Plaza, 8th And 10th Floors, Tulsa, OK 74172

Scott Grauer (CRD# 1509326) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 37 years of experience in the finance industry.

38
Martin J. Gregersen
CRD#: 2882826
3009 Post Oak Blvd, Suite 1300, Houston, TX 77056

Martin Gregersen (CRD# 2882826) is an Investment Advisor Representative working at Bok Financial Advisors in Houston, TX and has over 26 years of experience in the finance industry.

39
Dieta L. Hardin
CRD#: 4330101
5727 South Lewis, 8th Floor, Tulsa, OK 74105

Dieta Hardin (CRD# 4330101) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 22 years of experience in the finance industry.

40
Britany J. Harmon
CRD#: 5862339
One Williams Center, Plaza, 8th And 10th Floors, Tulsa, OK 74172

Britany Harmon (CRD# 5862339) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 12 years of experience in the finance industry.

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