Overland Park, KS College Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
BOK Financial Advisors
Multi-team
Firm-wide stats for BOK Financial Advisors
About
BOK Financial Advisors (BOKFA) serves a broad mix of individual, high‑net‑worth, corporate and institutional clients — including municipalities, government agencies and reported sovereign wealth fund clients — providing non‑discretionary, fee‑based investment management through its Guided Portfolio Solutions program, plus financial planning and consulting. The firm is an SEC‑registered investment adviser that also operates as a registered broker‑dealer and municipal advisor and is a member of FINRA, SIPC and the MSRB.
BOKFA’s Guided Portfolio Solutions is an advisor‑led, non‑discretionary program in which a BOKFA Advisor contacts the client before initiating trades; investment research, asset allocation and manager selection are provided by the firm’s Strategic Investment Advisors (SIA). SIA’s process combines quantitative and qualitative screening (starting with a Morningstar fund universe limited to fund families with selling agreements with BOKFS), ongoing quarterly monitoring, and tailored allocations across income‑to‑growth strategies based on client objectives.
Compared with many large enterprise advisers, BOKFA’s combination of roles and affiliations is notable: it is affiliated with a publicly traded bank holding company (BOK Financial Corporation and BOKF, NA), sponsors and distributes affiliated mutual funds (Cavanal Hill) that can serve as default sweep vehicles and generate revenue‑sharing, and maintains broker‑dealer and municipal securities activity (including municipal advisory and underwriting histories disclosed in its Form ADV). The firm also discloses that some client accounts remain commission‑based outside the advisory program and that a substantial portion of its program assets are managed on a non‑discretionary basis, features that can create conflicts of interest prospective clients should review.
Based on BOK Financial Advisors
Expertise
Based on BOK Financial Advisors
Location
7101 College Blvd, Suite 1100
Overland Park KS 66210-4035
Advisors at this office
3
Advisors at this office
Aaron I
Series 63, Series 65, Series 66
Overland Park, KS
BOK Financial Securities, Inc.
Aaron Israelite is a financial advisor at BOK Financial Securities, Inc. with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes eight years at Umb before joining BOK Financial Securities and BOKF, NA in 2017. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from its affiliate Strategic Investment Advisors, and maintains affiliations with banking entities and municipal advisory services.
Amanda W
Series 66
Overland Park, KS
BOK Financial Securities, Inc.
Amanda Wittiger is a financial advisor with BOK Financial Securities, Inc. in Overland Park, KS, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Truist Investment Services, Inc. and Jay Gemes State Farm. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services. The firm’s investment approach combines quantitative and qualitative research with tailored asset allocations managed by Strategic Investment Advisors.
James W
Series 63, Series 65
Overland Park, KS
BOK Financial Securities, Inc.
James Wehner III is a financial advisor with BOK Financial Securities, Inc. in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with BOK Financial Securities and Bokf, Na since 2003. Outside of his advisory role, he is involved as a co-owner of private recreational property and in mineral rights operations related to oil leases. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting services. The firm combines advisor-led client interaction with research and asset allocation by its Strategic Investment Advisors and is affiliated with a publicly traded bank holding company.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")