Corbin
Knollman
Bok Financial Securities, Inc
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About this Advisor
Corbin Knollman is a financial advisor working out of Overland Park, Kansas who has 1 year of industry experience. Knollman is currently employed by Bok Financial Securities, Inc. Over the course of their career, Knollman has held roles at Edward Jones, Wildcat Creek Winery, Purdue University, Indiana House Of Representatives, Bok Financial Securities, Inc and Bokf, Na. Knollman has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado, Kansas, Missouri and Texas. Bok Financial Securities, Inc is an advisory business headquartered in Tulsa, OK. The investment advisory business has offices in 111 locations and a total of 155 advisors. It handles $739 million in total assets among its 3,217 accounts, placing it among the larger firms in the United States by assets under management. The firm advises five charities and foundations. Of its 3,217 customer accounts, just 8% are held by high-net-worth clients who have at least $1 million in assets available to invest. Bok Financial Securities, Inc offers a diverse range 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 management fees typically are based on which services are offered. Fees charged by Bok Financial Securities, Inc most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bok Financial Securities, Inc Brokerage Details
$739,298,341
155
3,217
$229,810
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
Corbin Knollman Work History
Corbin has been registered as a financial advisor for 1 years.*
Bok Financial Securities, Inc
Bokf, Na
Edward Jones
Wildcat Creek Winery
Indiana House Of Representatives
Purdue University
*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 Corbin Knollman 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
Tulsa, OK
Tulsa, OK
Tulsa, OK
Houston, TX
Fort Worth, TX
Littleton, CO
Oklahoma City, OK
Scottsdale, AZ
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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