Todd
Hofmann

Bok Financial Securities, Inc

CRD#2572990
Investment Advisor
in Tulsa, OK

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About this Advisor

Todd Hofmann is a financial advisor based in Tulsa, Oklahoma, working with Bok Financial Securities, Inc. Todd has previously held positions at Bok Financial Securities, Inc and Bokf, Na. Todd has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arkansas and Oklahoma. Currently, Todd 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

Series 63, Series 66

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

5727 South Lewis 8Th Floor
Tulsa, OK 74105

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Bok Financial Securities, Inc Brokerage Details

Total Assets Under Management

$737,556,409

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

165

OK Average: 15
Total Number of Accounts

3,101

OK Average: 642
Average Account Size

$237,845

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

Todd Hofmann Work History

2003 - Present (21 years)

Bok Financial Securities, Inc

2003 - Present (21 years)

Bokf, Na

Disclosures

Please visit the SEC profile of Todd Hofmann 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

Cassandra Danford
Dallas, TX
Rebecca Parrish
Tulsa, OK
Jessica Jones
Oklahoma City, OK
Daniel Sprusansky
Fort Worth, TX
Heath Demarcy
Muskogee, OK
Marshea Lewis
Bartlesville, OK
Ashley Rowland
Oklahoma City, OK
Brett Proctor
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.

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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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