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 $2,165,479,313 in 3,792 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,165
    MILLION
  • Total Number of Accounts
    3,792
    ACCOUNTS
  • Average Account Value
    $571,065
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Stoker Ostler, A Part Of Bmo Financial Group
Showing 1 - 10 of 12 top financial advisors.
1
Cody R. Amis
CRD#: 4552268
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251

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 21 years of experience in the finance industry.

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

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 36 years of experience in the finance industry.

3
Charles A. Bruening
CRD#: 5878094
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251

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.

4
Michelle L. Decker
CRD#: 4557634
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251

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 22 years of experience in the finance industry.

5
Michael C. Halls
CRD#: 2598955
170 South Main, Suite 825, Salt Lake City, UT 84101

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 29 years of experience in the finance industry.

6
Sean Lunny
CRD#: 4983316
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251

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 18 years of experience in the finance industry.

7
Lant W. Webb
CRD#: 5755841
170 South Main Street, Salt Lake City, UT 84101

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 10 years of experience in the finance industry.

8
Justin B. Bobus
CRD#: 6111250
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251

Justin Bobus (CRD# 6111250) 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.

9
Kyler B. Fuhriman
CRD#: 7287376
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251

Kyler Fuhriman (CRD# 7287376) is an Investment Advisor Representative working at Stoker Ostler, A Part Of Bmo Financial Group in Scottsdale, AZ and has over 3 years of experience in the finance industry.

10
Daniel E. Lloyd-Roberts
CRD#: 7035489
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251

Daniel Lloyd-Roberts (CRD# 7035489) is an Investment Advisor Representative working at Stoker Ostler, A Part Of Bmo Financial Group in Scottsdale, AZ and has over 5 years of experience in the finance industry.

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