Stoker Ostler, A Part Of Bmo Financial Group
Stoker Ostler, A Part Of Bmo Financial Group (CRD# 111320) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,520,482,533 in 2,746 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management1,520MILLION
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Total Number of Accounts2,746ACCOUNTS
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Average Account Value$553,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, CO, FL, GA, ID, IL, MA, MI, MT, NY, OR, TN, TX, UT, VA, WA, WY
Cody Amis (CRD# 4552268) is an Investment Advisor Representative working at Stoker Ostler, A Part Of Bmo Financial Group in Scottsdale, AZ and has over 17 years of experience in the finance industry. Cody Amis 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.
Michael Bolar (CRD# 1724625) is an Investment Advisor Representative working at Stoker Ostler, A Part Of Bmo Financial Group in Scottsdale, AZ and has over 33 years of experience in the finance industry. Michael Bolar 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.
Charles Bruening (CRD# 5878094) is an Investment Advisor Representative working at Stoker Ostler, A Part Of Bmo Financial Group in Scottsdale, AZ and has 1 year of experience in the finance industry. Charles Bruening 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.
Michelle Decker (CRD# 4557634) is an Investment Advisor Representative working at Stoker Ostler, A Part Of Bmo Financial Group in Scottsdale, AZ and has over 19 years of experience in the finance industry. Michelle Decker 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.
Michael Halls (CRD# 2598955) is an Investment Advisor Representative working at Stoker Ostler, A Part Of Bmo Financial Group in Salt Lake City, UT and has over 25 years of experience in the finance industry. Michael Halls 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.
Sean Lunny (CRD# 4983316) is an Investment Advisor Representative working at Stoker Ostler, A Part Of Bmo Financial Group in Scottsdale, AZ and has over 15 years of experience in the finance industry. Sean Lunny 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.
Lant Webb (CRD# 5755841) is an Investment Advisor Representative working at Stoker Ostler, A Part Of Bmo Financial Group in Salt Lake City, UT and has over 7 years of experience in the finance industry.
David Nuttall (CRD# 7142467) is an Investment Advisor Representative working at Stoker Ostler, A Part Of Bmo Financial Group in Scottsdale, AZ and has 1 year of experience in the finance industry. David Nuttall 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.