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 since 2017. He may receive compensation for business referrals to BOK Financial affiliates, accounting for minimal time and compensation.

Employment History
Current Registrations
Cavanal Hill Distributors, INC,
May 2017 - Present · 8 yrs 9 mos
Cavanal Hill Distributors, INC,Broker
May 2017 - Present · 8 yrs 9 mos
Cavanal Hill Investment Management, INC.
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Alps Distributors, INC.Broker
September 2015 - September 2016 · 1 yr
Quasar Distributors, LLCBroker
September 2012 - June 2015 · 2 yrs 9 mos
Pimco Investments LLCBroker
February 2011 - September 2012 · 1 yr 7 mos
Allianz Global Investors Managed Accounts LLC
November 2006 - August 2007 · 9 mos
Allianz Global Investors Distributors LLCBroker
November 2006 - February 2011 · 4 yrs 3 mos
Morgan Stanley
November 2005 - May 2006 · 6 mos
Morgan Stanley Dw INC.Broker
October 2005 - May 2006 · 7 mos
State Registrations11 states
ALARFLGALAMDMSNCOKSCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.