Ryan Flippo
Advisor at BOK Financial Private Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at BOK Financial Private Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tulsa, OK 74172
Credentials
Series 63, Series 66
Industry experience
13 years
Ryan Flippo is a financial advisor at Cavanal Hill Investment Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BOK Financial Private Wealth, Inc., BOK Financial Securities, Inc., MML Investors Services LLC, and MassMutual Life Insurance Company. Cavanal Hill Investment Management, Inc. is an SEC-registered adviser managing approximately $14.2 billion in assets as of December 31, 2024. The firm serves institutional clients and manages pooled vehicles, offering equity, fixed-income, and cash strategies delivered through separately managed accounts, model portfolios, and mutual funds, using both fundamental and quantitative methods tailored to client risk profiles.
Based on BOK Financial Private Wealth, Inc.
Based on BOK Financial Private Wealth, Inc.
Wealth advisory service consulting fees may be fixed; financial planning may have upfront and recurring fixed fees
$0 - $1,000,000: 1.00% per annum or less $1,000,000+: Negotiable rates below 1.00% per annum with breakpoints
Specialized investment management and research services hourly rates generally range from $200-$500 per hour
Clients using only wealth advisory or financial planning services typically pay an initial upfront fee and an annual recurring fee for ongoing services; quarterly financial planning fees may apply for enhanced planning services
Account minimum: $2.5 million Fee-only: Financial planning and wealth advisory services fees may be fixed or hourly; specialized investment management and research services fees range from $200-$500 per hour; account aggregation fees depend on complexity
One Williams Center, Plaza Level
Tulsa, OK 74172
California · Colorado · Connecticut · Delaware · Idaho · Illinois · Kansas · Louisiana · Michigan · Missouri · Nebraska · New Hampshire · New Jersey · New Mexico · North Carolina · Ohio · Oklahoma · Pennsylvania · Texas · Utah · Vermont · Virginia · Washington
BOK Financial Private Wealth, Inc.
2025 - Present (1 year)
Cavanal Hill Investment Management, Inc.
2025 - Present (1 year)
Bokf, Na
2016 - Present (10 years)
BOK Financial Securities, Inc.
2016 - Present (10 years)
MML Investors Services LLC
2009 - 2016 (7 years)
MassMutual Life Insurance Company
2007 - 2016 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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