Thomas
Verdel

Cavanal Hill Investment Management, Inc

CRD#5076381
Investment Advisor
in Tulsa, OK

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Thomas Verdel is a financial advisor based in Tulsa, Oklahoma, working with Cavanal Hill Investment Management, Inc. Thomas has previously held positions at Bank Of Oklahoma and Cavanal Hill Investment Management, Inc. Thomas has passed the Series 65 regulatory exam and is registered to provide services in Arizona, Arkansas, Colorado, Kansas, Missouri, New Mexico, Oklahoma, and Texas. Currently, Thomas is part of Cavanal Hill Investment Management, Inc, which operates out of Tulsa, Oklahoma. The firm has 1 office and 50 employees. The firm manages assets totaling $11.6 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Cavanal Hill Investment Management, Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

One Williams Center 15Th Floor
Tulsa, OK 74172-0172

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cavanal Hill Investment Management, Inc Brokerage Details

Total Assets Under Management

$11,569,058,289

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

50

OK Average: 15
Total Number of Accounts

2,265

OK Average: 642
Average Account Size

$5,107,752

OK Average: $1,061,564

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

Thomas Verdel Work History

2006 - Present (18 years)

Cavanal Hill Investment Management, Inc

2004 - Present (20 years)

Bank Of Oklahoma

Disclosures

Please visit the SEC profile of Thomas Verdel 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

Michael Kraics
Tulsa, OK
Chase Mclean
Tulsa, OK
Keaton Hoppe
Richardson, TX
Craig Mcqueen
Denver, CO
Billy King
Tulsa, OK
Ryan Friedl
Tulsa, OK
Brandon Vowinkle
Denver, CO
Jessica Thompson
Tulsa, OK

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started