Bok Financial Securities, Inc.

Overview

Bok Financial Securities, Inc. is a Broker Dealer and registered investment adviser based in Tulsa, OK, registered since 1986. It reports $1.1B in assets under management across 3,330 accounts, with 165 employees. Its 301 registered representatives work across 52 branch offices in 12 states.

Reported AUM

$1.1B

Discretionary

49%

Accounts

3,330

Average account

$318K

Employees

165

Registered reps

301

Branch offices

52

Registered since

1986

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients

Fee structure

Commissions, Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Insurance
• Interests in Mortgages or Other Receivables
• Investment Advisory Services
• Kiosk Activities - Bank
• Limited Partnerships Primary Distributions
• Limited Partnerships Secondary Market
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• 11 more

Executive officers 3 of 14

• Scott Bradley Grauer Chief Executive Officer, Chairperson, Chairman CRD 1509326
• Brett Alan Dean President, Chief Operating Officer CRD 1716141
• Catherine Joanne Dodson Chief Financial Officer, Financial and Operations Principal CRD 6857597

11 more executive officers, with direct contact details

Registered reps 3 of 301

• Benjamin Harrison Adler Registered Rep CRD 6711129
• Jeremy Aguilar Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5661201
• Brandi Marie Andrus Registered Rep CRD 7540526

298 more registered reps, with emails, phones and branch locations

Location

Headquarters

1 Williams Ctr
Tulsa, OK 74172

County

Tulsa

Metro area

Tulsa, OK

Region

South

Branch offices

52 in 12 states, including Houston, TX, Denver, CO and Oklahoma City, OK

Registrations

• SEC registered, corporation formed in Oklahoma
• Registered in 52 jurisdictions
• Website: securities.bokfinancial.com

Every state, with registration dates

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