Bok Financial Asset Management, Inc.

Bok Financial Asset Management, Inc. (CRD# 106507) is a financial advisory firm headquartered in Houston, TX. They manage $1,303,449,476 in 537 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,303
    MILLION
  • Total Number of Accounts
    537
    ACCOUNTS
  • Average Account Value
    $2,427,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, 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, VT, WA, WI, WV

Financial Advisors at Bok Financial Asset Management, Inc.
Showing 1 - 10 of 16 top financial advisors.
1
James S. Lucas
CRD#: 2793861
5 Houston Center, 1401 Mckinney, Ste. 1000, Houston, TX 77010
96
Wealthminder
score

James Lucas (CRD# 2793861) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 11 years of experience in the finance industry. James Lucas 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.

2
Robert Scinta
CRD#: 1178508
440 Louisiana Street, Suite 2500, Houston, TX 77002
96
Wealthminder
score

Robert Scinta (CRD# 1178508) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 34 years of experience in the finance industry.

3
Laura A. Bartlett-Armstrong
CRD#: 1299248
16767 North Perimeter Drive, Suite 200, Scottsdale, AZ 85260
93
Wealthminder
score

Laura Bartlett-Armstrong (CRD# 1299248) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Scottsdale, AZ and has over 24 years of experience in the finance industry.

4
Lindsey A. Black
CRD#: 4551667
440 Louisiana Street, Suite 2500, Houston, TX 77002
93
Wealthminder
score

Lindsey Black (CRD# 4551667) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 14 years of experience in the finance industry.

5
Robert L. Burnam
CRD#: 4393184
440 Louisiana, Suite 2600, Houston, TX 77002
93
Wealthminder
score

Robert Burnam (CRD# 4393184) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 16 years of experience in the finance industry.

6
Mark E. Dickinson
CRD#: 5713593
440 Louisiana Street, Suite 2500, Houston, TX 77002
93
Wealthminder
score

Mark Dickinson (CRD# 5713593) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 8 years of experience in the finance industry.

7
Christy L. Finken
CRD#: 4473368
440 Louisiana Street, Suite 2500, Houston, TX 77002
93
Wealthminder
score

Christy Finken (CRD# 4473368) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 15 years of experience in the finance industry.

8
Keith E. Hawes
CRD#: 2549724
440 Louisiana Street, Suite 2500, Houston, TX 77002
93
Wealthminder
score

Keith Hawes (CRD# 2549724) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 13 years of experience in the finance industry.

9
Diane L. Jenkins
CRD#: 5172161
440 Louisiana Street, Suite 2500, Houston, TX 77002
93
Wealthminder
score

Diane Jenkins (CRD# 5172161) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 11 years of experience in the finance industry.

10
Stephen N. Mueller
CRD#: 5123721
440 Louisiana Street, Suite 2500, Houston, TX 77002
93
Wealthminder
score

Stephen Mueller (CRD# 5123721) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 9 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.