Tulsa, OK E 101st Street Office
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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
6505 E 101st Street
Tulsa OK 74133
Advisors at this office
6
Advisors at this office
Teddy S
Series 66
Tulsa, OK
BOK Financial Securities, Inc.
Teddy Slate is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 14 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2014. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and 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, combining quantitative and qualitative research with model strategies, and maintains affiliations with a bank holding company and related investment entities.
Jamie S
Series 66
Tulsa, OK
BOK Financial Securities, Inc.
Jamie Scott is a financial advisor at BOK Financial Securities, Inc. in Tulsa, Oklahoma, with six years of industry experience. He previously worked at Edward Jones for two years and spent 15 years with Sperry Public Schools. Scott holds a Series 66 designation. BOK Financial Securities, operating as BOK Financial Advisors (BOKFA), serves a diverse client base including individual and 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, combining quantitative and qualitative research provided by its affiliate, Strategic Investment Advisors.
Deborah S
Series 66
Tulsa, OK
BOK Financial Securities, Inc.
Deborah Snell is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and bringing five years of industry experience. She has been with BOK Financial Securities and its affiliated entities since 2020 and previously worked at Bank of Oklahoma Financial from 2010 to 2020. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and 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, with investment research and model strategies provided by its affiliate Strategic Investment Advisors.
Grant S
Series 66
Tulsa, OK
BOK Financial Securities, Inc.
Grant Simmons is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK. He holds a Series 66 designation and has two years of industry experience. Prior to joining BOK Financial Securities, he worked at Edward Jones for three years and has held roles at Penske Truck Leasing and other companies. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and government entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting services. The firm integrates quantitative and qualitative research with tailored asset allocations to meet client objectives.
Tyler C
Series 66
Tulsa, OK
BOK Financial Securities, Inc.
Tyler Coday is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and eight years of industry experience. His work history includes positions at LPL Financial LLC, Edward Jones, and the Oklahoma State Department of Health. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client contact with firm-provided investment research and asset allocation.
Joetta C
Series 66
Tulsa, OK
BOK Financial Securities, Inc.
Joetta Cox is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 21 years of industry experience. She has worked with BOKF, NA and BOK Financial Securities since 2005. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and 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, combining quantitative and qualitative research with model strategies that range from income-oriented to ESG-focused approaches.
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