There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor). Muskogee Branch. Muskogee East Branch. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. You can view more information on Bok Financial Advisors including private fund info, contact info, top management and executives, website, email addresses, and more below: Contact Details for Bok Financial Advisors. In total, BOK Financial Advisors manages $755,329,024 in assets. The firm has offices in 130 locations and a total of 175 advisors. BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. Additionally, BOK Financial is FDIC-insured, meaning that your money is insured up to $250,000, even in the event of bank failure. investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Financial Planning. Banks & Credit Unions by State. BOK Financial Advisors is the trade name of BOK Financial’s full-service brokerage affiliate, BOK Financial Securities, Inc., which is dually registered as a broker/dealer and registered investment adviser. *SEC data last verified 12/10/2020. BOK Financial is a strong and stable partner with more than $31 billion in assets and 4,700 employees in eleven states, with services throughout the nation. Page 8 of 8 . BOK Financial enhances the advisor/client relationship by providing objective trust solutions while you, the financial advisor, deliver comprehensive investment management with the flexibility of holding client assets with the preferred custodian. At BOK Financial, we believe clients always come first. Ensure the continuity of your business with the smallest possible tax consequences. All of these conflicts can negatively impact clients via hidden fees and overall higher costs. Financial plans and investment portfolios are always unique to the client's personal financial situation. Our advisors are here to help you every step of the way, with a personalized, holistic approach to financial planning and investing. Our team of financial planning professionals will help you make sound decisions about money that can help you reach your life’s goals. The firm has a large group of 175 employees, including 164 financial advisors. phone Additionally, BOK Financial is FDIC-insured, meaning that your money is insured up to $250,000, even in the event of bank failure. BOK Financial Advisors can accept commissions for its investment advisory services. BOKF offers additional investment services and products through its subsidiary BOK Financial Securities, Inc., a broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser, which offers advisory services under its trade name BOK Financial Advisors, and BOK Financial Private Wealth, Inc., also an SEC registered investment adviser. BOK Financial Corporation is a bank holding company headquartered in the BOK Tower in Tulsa, Oklahoma.The company is 60% owned by George Kaiser, who acquired the bank in 1991 from the FDIC.It is the largest bank in Oklahoma, with 14% of the total deposits in the state.As of December 17, 2017, 17% of its loan portfolio was to borrowers in the petroleum industry. For the most up-to-date information, please view the applicable SEC and FINRA reports above. BOK Financial Securities, Inc. A registered broker/dealer in all 50 states and the full-service brokerage subsidiary of BOK Financial Corporation: securities.bokfinancial.com An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). Yes or No. BOK Financial Corporation has a long-time commitment to serving customers and communities throughout the United States. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. Securities, insurance and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and a subsidiary of BOK Financial Corporation. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. Michelle Bennett is a Broker at BOK Financial Advisors. BOK Financial Advisors has marked in their disclosures that they trade recommended securities. BOK Financial Advisors is a part of BOK Financial Corporation, a diversified $40 billion regional financial services company, with more $80 billion in assets under management, and a geographical focus is in the Southwest, Midwest and the Rockies. 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