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Bradley C Wedel
Bok Financial Advisors
25 Years of Experience
2 Disclosures
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Bok Financial Advisors
Compensation
Commission-Based
Fee-Only (AUM)
Fixed/Hourly
Firm Size
137 advisors
Number of Clients
3,179 clients
Average Client Portfolio
$263K average
Assets Under Management
$835.6M
Fee Structure
Minimum Investment:
$1K
Investment Management
Planning
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Location
11830 S. Pennsylvania Avenue, Oklahoma City, OK, 73170
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History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
July 2011
Settled
Customer Dispute
August 2006
Denied
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Bok Financial Advisors
July 2008 - Present · 17 yrs 7 mos
Bok Financial Securities, INC.
Broker
July 2008 - Present · 17 yrs 7 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
Broker
April 2007 - July 2008 · 1 yr 3 mos
Morgan Stanley & CO. Incorporated
April 2007 - July 2008 · 1 yr 3 mos
Morgan Stanley
April 2001 - April 2007 · 6 yrs
Morgan Stanley Dw INC.
Broker
November 2000 - April 2007 · 6 yrs 5 mos
State Registrations
23 states
AK
AL
AR
AZ
CA
CO
CT
FL
IA
IL
KS
LA
MA
MO
MS
NC
NM
OH
OK
SC
TX
VA
WY
Advisor
Broker
Both
Exams
No exam information available for this advisor.