Donald
Thacker

Bok Financial Securities, Inc

CRD#2129461
Investment Advisor
in Denver, CO
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About this Advisor

Donald Thacker is a certified financial planner and chartered financial consultant operating in Denver, Colorado, who has been in the industry for 19 years. Thacker is an advisor for Bok Financial Securities, Inc. During their career, the advisor has held roles at Axa Advisors, LLC, Bok Financial Securities, Inc and Bokf, Na. Thacker holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Arizona, Colorado, Kansas, New Mexico, Oklahoma and Texas. Bok Financial Securities, Inc is a registered investment firm that has its headquarters in Denver, Colorado. The investment advisory business has offices in 135 locations and a total of 225 advisors. It oversees $623 million in assets across its 1,963 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm advises five charitable organizations. Of its 1,963 customer accounts, 17% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees largely are based on which services are provided. Fees charged by Bok Financial Securities, Inc likely are comprised of any blend of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

Yes

Office Location

370 17Th Street Suite 3170
Denver, CO 80202

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Bok Financial Securities, Inc Brokerage Details

Total Assets Under Management

$622,891,728

CO Average: $681,523,814
Total Number of Employees

225

CO Average: 15
Total Number of Accounts

1,963

CO Average: 642
Average Account Size

$317,316

CO Average: $1,061,564

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Donald Thacker Work History

Donald has 19 years of experience.

2014 - Present (5 years)

Bok Financial Securities, Inc

2014 - Present (5 years)

Bokf, Na

1999 - 2014 (15 years)

Axa Advisors, LLC

Disclosures

Donald Thacker has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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