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 $2,556,150,742 in 4,225 accounts and serve the financial needs of clients across 37 states (or territories).

Current Firm Details
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251
http://www.stokerostler.com
By the Numbers
  • Total Assets Under Management
    2,556
    MILLION
  • Total Number of Accounts
    4,225
    ACCOUNTS
  • Average Account Value
    $605,006
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 11 - 12 of 12 top financial advisors.
11
James McGettigan, financial advisor Scottsdale AZ
James S. McGettigan
CRD#: 5748871
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251

James McGettigan (CRD# 5748871) 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.

12
David Nuttall, financial advisor Scottsdale AZ
David E. Nuttall
CRD#: 7142467
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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