Kara
Sekavec

Bok Financial Securities, Inc

CRD#2961117
Investment Advisor
in Golden, CO

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About this Advisor

Kara Sekavec is a financial advisor who works in Golden, Colorado with a total of 4 years of relevant experience. Sekavec is currently employed by Bok Financial Securities, Inc. Over the course of their career, Sekavec has held roles at Lpl Financial, LLC, U.S. Bancorp Investments, Inc, Bokf, Na, Jeffrey Holland, Dds, Bok Financial Securities, Inc, Cuso Financial Services, Lp and Blue Federal Credit Union. Sekavec has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado and New Mexico. Bok Financial Securities, Inc is a company that has its headquarters in Tulsa, OK. The company has offices in 111 locations and a total of 155 people on staff. It administers $739 million in assets under management between its 3,217 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises five charitable organizations. Of its 3,217 customer accounts, just 8% belong to high-net-worth individuals who have more than $1 million in assets. Bok Financial Securities, Inc performs 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 fee schedules largely are based on the type of services. However, fee types billed by Bok Financial Securities, Inc likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Office Location

15710 W. Colfax Avenue
Golden, CO 80401

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Bok Financial Securities, Inc Brokerage Details

Total Assets Under Management

$739,298,341

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

155

CO Average: 15
Total Number of Accounts

3,217

CO Average: 642
Average Account Size

$229,810

CO Average: $1,061,564

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

Kara Sekavec Work History

Kara has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Bokf, Na

2019 - Present (5 years)

Bok Financial Securities, Inc

2019 - 2019 (< 1 year)

Jeffrey Holland, Dds

2016 - 2019 (3 years)

U.S. Bancorp Investments, Inc

2016 - 2016 (< 1 year)

Cuso Financial Services, Lp

2016 - 2016 (< 1 year)

Blue Federal Credit Union

2003 - 2016 (13 years)

Lpl Financial, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kara Sekavec 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 Bok Financial Advisors

Britany Harmon
Tulsa, OK
Alex Goossen
Tulsa, OK
John Zver
Houston, TX
Courtney Williams
Tulsa, OK
William Bowers
Oklahoma City, OK
Matthew Smith
Little Rock, AR
Erin Darby
Tulsa, OK
Hunter Woody
Fort Worth, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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