Michael
Lukchis
Cavanal Hill Investment Management, Inc
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About this Advisor
Michael Lukchis is a financial advisor operating in Tulsa, Oklahoma with a total of 6 years of industry experience. Lukchis is currently employed by Cavanal Hill Investment Management, Inc. Throughout their career, Lukchis has worked at Alpine Woods Capital Investors, Quasar Distributors, LLC, Cavanal Hill Investment Management, Inc, Cavanal Hill Distributors, Inc, Alps Distributors, Inc and Stadion Money Management. Lukchis has Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Alabama, Arkansas, Connecticut, Delaware, Florida, Georgia, Louisiana, Maryland, Mississippi, New Hampshire, New Jersey, North Carolina, Oklahoma, Rhode Island, South Carolina and Virginia. Cavanal Hill Investment Management, Inc is an advisory company operating out of Tulsa, OK. The firm has a total of 49 advisors. It controls $10 billion in total assets across its 2,223 customer accounts, placing it among the largest firms in the nation by assets under management. The advisory firm offers a broad set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules usually are based on the financial services. However, fees charged by Cavanal Hill Investment Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cavanal Hill Investment Management, Inc Brokerage Details
$9,643,156,437
49
2,223
$4,337,902
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Michael Lukchis Work History
Michael has been registered as a financial advisor for 6 years.*
Cavanal Hill Investment Management, Inc
Cavanal Hill Distributors, Inc
Alps Distributors, Inc
Stadion Money Management
Alpine Woods Capital Investors
Quasar Distributors, LLC
*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 Michael Lukchis 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 Cavanal Hill Investment Management, Inc
Denver, CO
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
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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