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).
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Total Assets Under Management1,068MILLION
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Total Number of Accounts2,370ACCOUNTS
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Average Account Value$450,700
- 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
- 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
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
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 14 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 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.
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.
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 22 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.
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.
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.
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.
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.