Justin
Kasparek
Bok Financial Securities, Inc
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About this Advisor
Justin Kasparek is a financial advisor based in Tulsa, Oklahoma, working with Bok Financial Securities, Inc. Justin has previously held positions at various organizations, including Student, Justin Kasparek, Undercroft Montessori School, American National, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Lpl Financial, LLC, Drawbridge Capital, LLC, Bisdorf Palmer, LLC, Commonwealth Financial Network, Bok Financial Securities, Inc, and Bokf, Na. Justin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma. Currently, Justin is part of Bok Financial Securities, Inc, which operates out of Tulsa, Oklahoma. The firm has 109 offices and 165 employees. The firm manages assets totaling $737.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Bok Financial Securities, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bok Financial Securities, Inc Brokerage Details
$737,556,409
165
3,101
$237,845
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
Justin Kasparek Work History
Bok Financial Securities, Inc
Bokf, Na
Bisdorf Palmer, LLC
Commonwealth Financial Network
Drawbridge Capital, LLC
Northwestern Mutual Wealth Management Company
Lpl Financial, LLC
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Student
American National
Undercroft Montessori School
Justin Kasparek
Disclosures
Please visit the SEC profile of Justin Kasparek 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
Tulsa, OK
Muskogee, OK
Bartlesville, OK
Dallas, TX
Fort Worth, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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