AP
AP

Ashlyn Aurora Phelps

2 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-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
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Location

One Williams Center, Tulsa, OK, 74172

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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

Ashlyn is a co-owner of Poppy + Prim, LLC, a wedding and event planning business, since 2020. She dedicates a few hours per week to planning and coordinating client events.

Employment History
Current Registrations
Bok Financial Advisors
March 2024 - Present · 1 yr 11 mos
Bok Financial Securities, INC.Broker
September 2023 - Present · 2 yrs 5 mos
State Registrations36 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.