Ryan
Hickey

Bok Financial Securities, Inc

CRD#6633788
Investment Advisor
in Denver, CO

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About this Advisor

Ryan Hickey is a financial advisor who works in Denver, Colorado with a total of 1 year of industry experience. Hickey currently works for Bok Financial Securities, Inc. Their career trajectory has included roles at Next Financial Group, Inc, Littleton Soccer Club, Lifewealth Principles LLC, Bok Financial Securities, Inc, Bokf, Na and Woodbury Financial Services Inc. Hickey holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona, Colorado, Kansas, Oklahoma, Texas and Wisconsin. Bok Financial Securities, Inc is a registered investment firm operating out of Tulsa, OK. The company has offices in 111 locations and a total of 155 financial advisors. It oversees $739 million in assets between its 3,217 client accounts, making it one of the bigger firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 3,217 customer accounts, just 8% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm offers 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 are based on the type of financial services provided. Fee types charged by Bok Financial Securities, Inc likely consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

3610 E. First Ave.
Denver, CO 80206

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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

Ryan Hickey Work History

Ryan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Bok Financial Securities, Inc

2022 - Present (2 years)

Bokf, Na

2018 - 2022 (4 years)

Woodbury Financial Services Inc

2016 - 2018 (2 years)

Next Financial Group, Inc

2016 - 2016 (< 1 year)

Next Financial Group, Inc

2016 - 2022 (6 years)

Lifewealth Principles LLC

2007 - 2016 (9 years)

Littleton Soccer Club

*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 Ryan Hickey 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

Alex Goossen
Tulsa, OK
Britany Harmon
Tulsa, OK
John Zver
Houston, TX
Courtney Williams
Tulsa, OK
Amy Woods
Tulsa, OK
Michael Manna
Dallas, TX
Sharon Cohen
Scottsdale, AZ
Ronald Keever
Littleton, CO

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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