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 $1,068,159,361 in 2,370 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,068
    MILLION
  • Total Number of Accounts
    2,370
    ACCOUNTS
  • Average Account Value
    $450,700
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 pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AZ, CA, CO, FL, GA, ID, IL, IN, KS, KY, LA, MA, MI, MO, MT, NC, NV, NY, OH, OR, PA, TX, UT, VA, VT, WA, WI

Financial Advisors at Stoker Ostler, A Part Of Bmo Financial Group
Showing 1 - 8 of 8 top financial advisors.
1
Cody R. Amis
CRD#: 4552268
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251
96
Wealthminder
score

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 13 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.

2
Michael S. Bolar
CRD#: 1724625
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251
96
Wealthminder
score

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 29 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.

3
Michelle L. Decker
CRD#: 4557634
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251
96
Wealthminder
score

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 15 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.

4
Michael C. Halls
CRD#: 2598955
170 South Main, Suite 825, Salt Lake City, UT 84101
96
Wealthminder
score

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 21 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.

5
April M. Ward
CRD#: 2801235
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251
93
Wealthminder
score

April Ward (CRD# 2801235) is an Investment Advisor Representative working at Stoker Ostler, A Part Of Bmo Financial Group in Scottsdale, AZ and has over 20 years of experience in the finance industry.

6
Charles A. Bruening
CRD#: 5878094
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251
90
Wealthminder
score

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.

7
Sean Lunny
CRD#: 4983316
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251
90
Wealthminder
score

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 11 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.

8
Lant W. Webb
CRD#: 5755841
170 South Main Street, Salt Lake City, UT 84101
89
Wealthminder
score

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 3 years of experience in the finance industry.

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