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Craig Kitchen

Bok Financial Advisors
29 Years of Experience
Yukon, OK
1 DisclosureBroker
View SEC Summary
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Craig Kitchen is a registered investment advisor at Bok Financial Advisors, based in Yukon, OK, with 29 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,334 clients with $1.1B in assets under management.

Bok Financial Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
143 advisors
Number of Clients
3,334 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.00%
$2M+0.75%

Fees may be negotiable. Clients with assets under $75,000 may pay a higher rate.

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

Location

1100 South Garth Brooks Blvd., Yukon, OK, 73099

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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.
Customer Dispute
August 2001
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bok Financial Advisors
June 2010 - Present · 16 yrs 4 mos
Bok Financial Securities, INC.Broker
June 2010 - Present · 16 yrs 4 mos
Previous Registrations
Phillips Capital Advisors, INC.
October 2006 - July 2010 · 3 yrs 9 mos
T.S. Phillips Investments, INC.Broker
October 2006 - July 2010 · 3 yrs 9 mos
Chase Investment Services CORP.
July 2005 - October 2006 · 1 yr 3 mos
Chase Investment Services CORP.Broker
July 2005 - October 2006 · 1 yr 3 mos
Banc One Securities Corporation
January 2003 - July 2005 · 2 yrs 6 mos
Banc One Securities CorporationBroker
June 1999 - July 2005 · 6 yrs 1 mo
Signator Investors, INC.Broker
December 1996 - June 1999 · 2 yrs 6 mos
John Hancock Mutual Life Insurance CompanyBroker
December 1996 - May 1997 · 5 mos
State Registrations24 states
ARCACOFLHIIAINKSMDMEMIMNMOMTNCNMNVOHOKPATXUTVAWA
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.
More Advisors
More financial advisors in Yukon, OK →All financial advisors in Oklahoma →