BV
CFP
BV
CFP

Brandon Thomas Vowinkle

17 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

1600 Broadway, 4th Floor, Denver, CO, 80202

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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

Brandon is a soccer referee for the Colorado Soccer Association since August 2024, dedicating about 10-20% of his time to this activity. This activity is not investment-related.

Employment History
Current Registrations
Cavanal Hill Investment Management, INC.
December 2021 - Present · 4 yrs 2 mos
Bok Financial Securities, INC.Broker
February 2015 - Present · 11 yrs
Previous Registrations
Bok Financial Asset Management, INC.
February 2015 - December 2021 · 6 yrs 10 mos
Bok Financial Advisors
February 2015 - February 2015 · 0 mos
J.P. Morgan Securities LLCBroker
April 2013 - February 2015 · 1 yr 10 mos
J.P. Morgan Securities LLC
April 2013 - February 2015 · 1 yr 10 mos
Strategic Advisers, INC.
December 2011 - April 2013 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
June 2008 - April 2013 · 4 yrs 10 mos
State Registrations12 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brandon Thomas Vowinkle - Financial Advisor | TrueAdvisor