Tulsa, OK One Williams Center 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
One Williams Center
Tulsa OK 74172
Advisors at this office
26
Advisors at this office
Ryan F
Series 63, Series 66
Tulsa, OK
BOK Financial Securities, Inc.
Ryan Flippo is a financial advisor at BOK Financial Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with BOK Financial Private Wealth, Inc., Cavanal Hill Investment Management, Inc., BOKF, NA, and BOK Financial Securities, Inc. since 2016 or 2025, depending on the entity. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, financial planning, and consulting. The firm is affiliated with a publicly traded bank holding company and sponsors affiliated mutual funds, combining investment advisory, broker-dealer, and municipal advisory services.
Mark K
Series 63, Series 65
Tulsa, OK
BOK Financial Securities, Inc.
Mark Kosir is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2002. 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 benefits from its affiliation with a bank holding company and related investment entities.
Jacob W
Series 63, Series 65
Tulsa, OK
BOK Financial Securities, Inc.
Jacob Wire is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Bokf, Na, U.S. Bancorp Investments, Inc., Raymond James & Associates, and Valic Financial Advisors. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by Strategic Investment Advisors, and maintains municipal-advisor registration alongside bank and affiliated investment entity relationships.
Brad W
Series 63, Series 65
Tulsa, OK
BOK Financial Securities, Inc.
Brad Williams is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with BOK Financial since 1997. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led service with research-driven asset allocation and manager selection.
Silas H
Series 66
Tulsa, OK
BOK Financial Securities, Inc.
Silas Hughes is a financial advisor at BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Burlington Capital, Forty-Six Venture Capital, Summit Financial Group, and teaching roles at The University of Tulsa, Bennington High School, and Elkhorn Ridge Middle School. 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 municipal-advisor registration alongside its affiliation with a bank holding company.
Kathryn W
Series 63, Series 66
Tulsa, OK
BOK Financial Securities, Inc.
Kathryn Willis is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Her prior work includes positions at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, government agencies, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate, Strategic Investment Advisors.
Derek E
Series 63, Series 65
Tulsa, OK
BOK Financial Securities, Inc.
Derek Ebert is a financial advisor at BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has worked at BOK Financial since 2017 and previously spent time at Merrill and Bank of America. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program alongside financial planning and consulting services. The firm combines advisor-led client interaction with research-driven asset allocation and manager selection.
Alex G
Series 66
Tulsa, OK
BOK Financial Securities, Inc.
Alex Goossen is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK. He holds a Series 66 designation and has 12 years of industry experience, including 11 years with BOKF, NA and BOK Financial Securities. 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 investment research from Strategic Investment Advisors, and benefits from its affiliation with a bank holding company and related entities.
Samuel F
Series 66
Tulsa, OK
BOK Financial Securities, Inc.
Samuel Foster is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma. He holds a Series 66 designation and has two years of industry experience. His background includes roles at TD Private Client Wealth LLC and the International Brotherhood of Electrical Workers. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and government agencies, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting services.
Heath D
Series 63, Series 65
Tulsa, OK
BOK Financial Securities, Inc.
Heath De Marcy is a financial advisor with BOK Financial Securities, Inc. in Eufaula, Oklahoma, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with BOKF, NA and BOK Financial Securities since 2014. 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 institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate Strategic Investment Advisors.
Kyle D
Series 66
Tulsa, OK
BOK Financial Securities, Inc.
Kyle Donnelly is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 10 years of industry experience. He has been with BOK Financial Securities and its affiliated firm, BOKF, NA, since 2016. BOK Financial Advisors (BOKFA) serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and institutional investors. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led service with investment research and asset allocation managed by its Strategic Investment Advisors.
John G
Series 63, Series 65
Tulsa, OK
BOK Financial Securities, Inc.
John Godwin is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with BOK Financial since 2012. Outside of his advisory role, he is the sole owner of Dooley Collaborative, LLC, a personal family LLC. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm combines advisor-led client contact with investment research and asset allocation provided by its Strategic Investment Advisors.
Danielle S
CFP®, Series 66
Tulsa, OK
BOK Financial Securities, Inc.
Danielle Shahin is a CFP® with 16 years of industry experience, currently with BOK Financial Securities, Inc. in Tulsa, OK. Her prior experience includes roles at Bank of America and Merrill Lynch. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, government agencies, 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 ranging from income to ESG-focused approaches.
Amy W
Series 63, Series 66
Tulsa, OK
BOK Financial Securities, Inc.
Amy Woods is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, Equitable Advisors, and Edward Jones. BOK Financial Advisors serves 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. The firm combines advisor-led client contact with research and asset allocation from its Strategic Investment Advisors.
Ossie P
Series 66
Tulsa, OK
BOK Financial Securities, Inc.
Ossie Patton is a financial advisor with BOK Financial Securities, Inc. in Bartlesville, Oklahoma, holding a Series 66 designation and 14 years of industry experience. His career includes roles at firms such as Cetera, MidFirst Bank, Securian Advisors Mid America, and Merrill. 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 investment research from Strategic Investment Advisors, and benefits from its affiliation with a bank holding company and related investment entities.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)