Christopher
Schreckenghost

Bok Financial Securities, Inc

CRD#5021673
Investment Advisor
in Tulsa, OK

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About this Advisor

Christopher Schreckenghost is a financial advisor who works in Tulsa, Oklahoma who has 6 years of relevant experience. Schreckenghost is an advisor for Bok Financial Securities, Inc. Over the course of their career, they have held roles at Ameriprise Financial Services Inc, Lpl Financial LLC, Bok Financial Securities, Inc and Bokf, Na. Schreckenghost 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, Connecticut, Kansas, Missouri, Nebraska, New Mexico, Oklahoma, Texas and Wisconsin. Bok Financial Securities, Inc is a company based out of Tulsa, OK. The company has offices in 111 locations and a total of 155 advisors. It controls $739 million in assets under management across its 3,217 client accounts, placing it among the larger financial advisory firms in the nation 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 investors who have more than $1 million in assets. The advisory firm has a broad set 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. Fees for financial management typically vary depending on which services are provided. Fee types charged by Bok Financial Securities, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

One Williams Center Plaza, 8Th And 10Th Floors
Tulsa, OK 74172

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Bok Financial Securities, Inc Brokerage Details

Total Assets Under Management

$739,298,341

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

155

OK Average: 15
Total Number of Accounts

3,217

OK Average: 642
Average Account Size

$229,810

OK 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

Christopher Schreckenghost Work History

Christopher has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Bok Financial Securities, Inc

2017 - Present (7 years)

Bokf, Na

2013 - 2017 (4 years)

Lpl Financial LLC

2010 - 2013 (3 years)

Ameriprise Financial Services Inc

*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 Christopher Schreckenghost 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

Courtney Williams
Tulsa, OK
John Zver
Houston, TX
Alex Goossen
Tulsa, OK
Britany Harmon
Tulsa, OK
John Robuck
Houston, TX
James Wiginton
Tulsa, OK
Kyle Donnelly
Tulsa, OK
John Godwin
Tulsa, 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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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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