MK
MK

Michael Robert Kraics

28 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
3 clients
Average Client Portfolio
$4.7B average
Assets Under Management
$14.2B

Fee Structure

Minimum Investment:$2M
Financial Planning:Investment management only
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Location

One Williams Center, 15th Floor, Tulsa, OK, 74172-0172

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is a VP and External Wholesaler at BOK Financial, the parent company of Cavanal Hill Distributors, since 2021. He may receive compensation for business referrals to BOK Financial affiliates, accounting for minimal time.

Employment History
Current Registrations
Cavanal Hill Investment Management, INC.
December 2021 - Present · 4 yrs 2 mos
Cavanal Hill Distributors, INC,
October 2021 - Present · 4 yrs 4 mos
Cavanal Hill Distributors, INC,Broker
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Foreside Financial Services, LLCBroker
January 2021 - October 2021 · 9 mos
Northern Trust Securities, INC.Broker
April 2014 - December 2020 · 6 yrs 8 mos
Russell Investments
November 2008 - April 2014 · 5 yrs 5 mos
Russell Investments
September 2008 - November 2008 · 2 mos
Russell Financial Services, INC., Part of Russell InvestmentsBroker
September 2006 - April 2014 · 7 yrs 7 mos
Lord, Abbett & CO. LLC
November 2005 - July 2006 · 8 mos
Lord Abbett Distributor LLCBroker
July 2005 - July 2006 · 1 yr
Evergreen Investment Services, INC.Broker
July 1997 - June 2005 · 7 yrs 11 mos
State Registrations10 states
CTDEMAMENHNJNYOKRIVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Robert Kraics - Financial Advisor | TrueAdvisor