Kyler
Fuhriman

Stoker Ostler, A Part Of Bmo Financial Group

CRD#7287376
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Kyler Fuhriman is a financial advisor based in Scottsdale, Arizona, working with Stoker Ostler, A Part Of Bmo Financial Group. Kyler has previously held positions at E*Trade Securities LLC, Goldenwest Credit Union, Campsaver, Salt Lake Truck Wash, Survey Sampling International, Cherry Peak Mountain Resort, Church Of Jesus Christ Of Latter-Day Saints, Utah State University, and Snowbasin Mountain Resort. Kyler has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona and Utah. Currently, Kyler is part of Stoker Ostler, A Part Of Bmo Financial Group, which operates out of Scottsdale, Arizona. The firm has 1 office and 26 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Stoker Ostler, A Part Of Bmo Financial Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4900 N. Scottsdale Road Suite 2600
Scottsdale, AZ 85251

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Stoker Ostler, A Part Of Bmo Financial Group Brokerage Details

Total Assets Under Management

$2,556,150,742

AZ Average: $1,555,372,352
Total Number of Employees

26

AZ Average: 37
Total Number of Accounts

4,225

AZ Average: 1,370
Average Account Size

$605,006

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Kyler Fuhriman Work History

2021 - Present (3 years)

E*Trade Securities LLC

2020 - 2021 (1 year)

E*Trade Securities LLC

2018 - 2020 (2 years)

Goldenwest Credit Union

2018 - 2018 (< 1 year)

Campsaver

2018 - 2018 (< 1 year)

Salt Lake Truck Wash

2018 - 2018 (< 1 year)

Survey Sampling International

2017 - 2018 (1 year)

Cherry Peak Mountain Resort

2017 - 2017 (< 1 year)

Salt Lake Truck Wash

2015 - 2017 (2 years)

Church Of Jesus Christ Of Latter-Day Saints

2014 - 2014 (< 1 year)

Salt Lake Truck Wash

2014 - 2014 (< 1 year)

Utah State University

2014 - 2015 (1 year)

Snowbasin Mountain Resort

Disclosures

Please visit the SEC profile of Kyler Fuhriman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stoker Ostler, A Part Of Bmo Financial Group

David Nuttall
Scottsdale, AZ
Daniel Lloyd-Roberts
Scottsdale, AZ
Kyler Fuhriman
Scottsdale, AZ
Justin Bobus
Scottsdale, AZ
Sean Lunny
Scottsdale, AZ
Bradley Kutler
Scottsdale, AZ
James Mcgettigan
Scottsdale, AZ
Cody Amis
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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