Bok Financial Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

17530

SEC number

801-53600

Firm type

RIA

Assets under management

$1.1B as of Mar 31, 2026

Website

www.facebook.com/BOKFinancialAdvisors ↗

Phone

877-781-6889

Address

One Williams Center, Tulsa, OK, 74102

Advisors at this firm

241 in our index · page 3 of 5

• Steven Wayne JonesCRD 5151781 · Memphis, TN
  Broker
• William Henry JungCRD 5924320 · Fort Worth, TX
  Broker
• Adil KassamCRD 5011243 · Weston, CT
  BrokerRegistration inactive
• Hunter Morgan KeechCRD 7505976 · Stamford, CT
  Broker
• Ronald Charles KeeverCRD 4002568 · Tulsa, OK
  IA RegisteredBroker
  Disclosure event(s) on record
• Christi Cheri KeiserCRD 5746055 · Oklahoma City, OK
  Broker
• Jacob Michael KemnaCRD 7575211 · Plano, TX
  Broker
• William Charles KerrCRD 7990140 · Stamford, CT
  Broker
• Mark Anthony KharitouCRD 2994281 · Milwaukee, WI
  Broker
• Ryan H KiernanCRD 4504649 · Stamford, CT
  Broker
• John KimCRD 3008943 · Denver, CO
  IA RegisteredBroker
• Craig Richard KitchenCRD 2791352 · Yukon, OK
  IA RegisteredBroker
  Disclosure event(s) on record
• Kenneth Anderson KitchenCRD 6886106 · Yukon, OK
  IA RegisteredBroker
• Mark Anthony KosirCRD 2235482 · Tulsa, OK
  IA RegisteredBroker
• John Michael KrengerCRD 6711059 · Oklahoma City, OK
  Broker
• Drew David KrittenbrinkCRD 6851544 · Dallas, TX
  Broker
• Marilynda Robertson KuehnCRD 2617071 · Tulsa, OK
  IA RegisteredBroker
• Jason Aaron LabouffCRD 4993905 · Oklahoma City, OK
  IA RegisteredBroker
• Renee Lynn LabouffCRD 4831299 · Oklahoma City, OK
  IA RegisteredBroker
• Samuel Matthew LaporteCRD 7011734 · Denver, CO
  IA RegisteredBroker
• Jason Edward LilesCRD 3041178 · Oklahoma City, OK
  IA RegisteredBroker
  Disclosure event(s) on record
• Alison Mabry LongCRD 5701479 · Plano, TX
  Broker
• Jason Anthony LozadaCRD 5505798 · Little Rock, AR
  Broker
• Levi Lon LuraCRD 4225979 · Milwaukee, WI
  Broker
• Gary Brian LutzCRD 5393418 · Denver, CO
  BrokerRegistration inactive
• Dustin Michael MaddenCRD 2903352 · Little Rock, AR
  Broker
• Matthew Rene MaghenzaniCRD 7072374 · Stamford, CT
  Broker
• Christopher John MaloneyCRD 2847060 · Oklahoma City, OK
  Broker
• Travis Richard MantelCRD 6840755 · Milwaukee, WI
  Broker
• Samantha Joy MartzCRD 7954426 · Tulsa, OK
  Broker
• Olga Lucia MathisCRD 6446025 · Little Rock, AR
  IA RegisteredBroker
• Allen Clyde MattsonCRD 3032028 · Milwaukee, WI
  Broker
• Heath Adam MaxwellCRD 4130818 · Memphis, TN
  Broker
• David William McclanahanCRD 2440343 · Plano, TX
  IA RegisteredBroker
• Randall Dwayne McdowellCRD 7487953 · Plano, TX
  Broker
• Jay Wilson McgirtCRD 4604313 · Memphis, TN
  Broker
• Mark Aaron McgruderCRD 1886195 · Plano, TX
  Broker
• Joshua Michael MclaughlinCRD 2958620 · Plano, TX
  Broker
• Erica Lynne McmahanCRD 5587646 · Oklahoma City, OK
  IA RegisteredBroker
• Jonathan Mark MeyerCRD 6774426 · Houston, TX
  Broker
• Maureen Eastham MeyersCRD 3237499 · Tulsa, OK
  IA RegisteredBroker
• Thomas Spalding MillsCRD 7345038 · Lakewood, CO
  Broker
• Matthew Franklin MitchellCRD 4908737 · Tulsa, OK
  IA RegisteredBroker
  Disclosure event(s) on record
• Jack Thomas MolitorCRD 7887535 · Oklahoma City, OK
  Broker
• Gerald Ezequiel MontoyaCRD 6733024 · Albuquerque, NM
  IA RegisteredBroker
• Kylie Michele MorelandCRD 7629659 · Dallas, TX
  Broker
• John Joseph MoynihanCRD 1335237 · Plano, TX
  Broker
• Carri MurphyCRD 7130971 · Tulsa, OK
  Broker
• Blake Robert MurryCRD 5441074 · Tulsa, OK
  IA RegisteredBroker
• Kent Allen MusbachCRD 1988192 · Milwaukee, WI
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.