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Andrew Nelson

Bok Financial Private Wealth, INC.
29 Years of Experience
Oklahoma City, OK
1 DisclosureBroker
View SEC Summary
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Andrew Nelson is a registered investment advisor at Bok Financial Private Wealth, INC., based in Oklahoma City, OK, with 29 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 818 clients with $3.7B in assets under management.

Bok Financial Private Wealth, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
818 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2.5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+1.00%

Fees are not to exceed 1.00% per year with breakpoints applying to relationships exceeding $1 million. Fees may be negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

499 West Sheridan Avenue, 25th, 26th and 27th Floors, Oklahoma City, OK, 73102

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2024
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Andrew operates Tungsten Wealth Management as a DBA for his LPL business. This activity is investment-related and conducted at the reported business location.

Employment History
Current Registrations
Bok Financial Private Wealth, INC.
August 2026 - Present · 2 mos
Bok Financial Advisors
December 2025 - Present · 10 mos
Bok Financial Securities, INC.Broker
November 2025 - Present · 11 mos
Previous Registrations
LPL Financial LLCBroker
April 2025 - November 2025 · 7 mos
LPL Financial LLC
April 2025 - November 2025 · 7 mos
Charles Schwab & CO., INC.
February 2001 - November 2024 · 23 yrs 9 mos
Charles Schwab & CO., INC.Broker
November 1999 - November 2024 · 25 yrs
Banc One Securities CorporationBroker
October 1997 - October 1999 · 2 yrs
Boatmen's Investment Services, INC.Broker
February 1997 - May 1997 · 3 mos
Boatmen's Investment Services, INC.Broker
March 1995 - October 1995 · 7 mos
State Registrations6 states
COMNOKSCTNVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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