Advisor at BOK Financial Securities, 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.
Firm
BOK Financial Securities, Inc.
Location
Oklahoma City, OK 73102
Credentials
Series 63, Series 65
Industry experience
39 years
Scott Grauer is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with BOK Financial Securities since 1995 and Cavanal Hill Distributors since 2015. Grauer serves as President and CEO of BOSC Agency, Inc., is Chairman of Cavanal Hill Investment Management, and is a member of the Baker University Board of Trustees. BOK Financial Securities, operating as BOK Financial Advisors, provides non-discretionary, fee-based investment management and financial planning services to a diverse client base including individuals, high-net-worth investors, corporations, municipalities, and institutional clients. The firm’s investment approach incorporates research from its affiliate Strategic Investment Advisors, offering model strategies ranging from income to ESG-focused portfolios.
Based on BOK Financial Securities, Inc.
Based on BOK Financial Securities, Inc.
Flat fees for financial planning and consulting typically range from $50 to $10,000
$1 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.00% $2,000,000+: 0.75%
Commission-based compensation offered outside the advisory program for investment and insurance products
Financial planning and consulting hourly rate typically $50-$350/hour
Annual retainer fees for financial planning and consulting range from $2,000 - $10,000 billed quarterly ($500 to $2,500 per quarter)
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000, may be waived by a designated supervisor Fee-only: Financial planning and consulting fees charged hourly ($50-$350/hour), flat fees ($50 to $10,000), or annual retainers ($2,000 - $10,000)
499 West Sheridan Avenue, 25th, 26th And 27th Floors
Oklahoma City, OK 73102
Oklahoma
Cavanal Hill Distributors, Inc.
2015 - Present (11 years)
BOK Financial Securities, Inc.
1995 - Present (31 years)
Bokf, Na
1991 - Present (35 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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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:
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Series 66
Edmond, OK
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Series 65
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CFP®, Series 66
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Series 65
Moore, OK
Uisonet
Series 65
Oklahoma City, OK
Trilogy Financial Solutions
Series 65
Oklahoma City, OK
Integrated Planning Strategies, LLC
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