Alex
Goossen
Bok Financial Securities, Inc
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About this Advisor
Alex Goossen is a financial advisor based out of Tulsa, Oklahoma, with 8 years of relevant experience. Goossen currently works for Bok Financial Securities, Inc. Their career trajectory has included roles at Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, Bok Financial Securities, Inc, Bokf, Na and Fidelity Bank. Goossen has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, Arkansas, Colorado, Kansas, Missouri, Nebraska, New Mexico, Oklahoma, Texas and Wisconsin. Bok Financial Securities, Inc is a registered investment firm that has its headquarters in Tulsa, OK. It has offices in 111 locations and a total of 155 advisors. It oversees $739 million in total assets between its 3,217 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 3,217 accounts, just 8% belong to high-net-worth investors who have more than $1 million in investable assets. Bok Financial Securities, Inc has a number of services, including 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 depend on the type of financial services provided. However, fees billed by Bok Financial Securities, Inc likely are comprised of any combination of 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
Alex Goossen Work History
Alex has been registered as a financial advisor for 8 years.*
Bok Financial Securities, Inc
Bokf, Na
Fidelity Bank
Hornor Townsend & Kent Inc
Penn Mutual Life Ins Co
*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 Alex Goossen 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
Little Rock, AR
Littleton, CO
Dallas, TX
Oklahoma City, OK
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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