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CFP
RK
CFP

Ronald Keever

Bok Financial Advisors
24 Years of Experience
Denver, CO
1 DisclosureBroker
View SEC Summary
View SEC Summary

Ronald Keever is a CFP-designated registered investment advisor at Bok Financial Advisors, based in Denver, CO, with 24 years of industry experience. Ronald 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
144 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

7900 Northfield Blvd., Denver, CO, 80238

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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
September 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ronald is an authorized signer on the bank account for his spouse's Doula/Yoga consulting business, Seed to Oak LLC. He spends minimal time on this activity and receives no compensation.

Employment History
Current Registrations
Bok Financial Advisors
April 2018 - Present · 8 yrs 6 mos
Bok Financial Securities, INC.Broker
March 2018 - Present · 8 yrs 7 mos
Previous Registrations
Bok Financial Private Wealth, INC.
December 2019 - August 2025 · 5 yrs 8 mos
PNC InvestmentsBroker
June 2012 - March 2018 · 5 yrs 9 mos
PNC Investments
June 2012 - March 2018 · 5 yrs 9 mos
Suntrust Investment Services, INC.
August 2010 - June 2012 · 1 yr 10 mos
Suntrust Investment Services, INC.Broker
September 2009 - June 2012 · 2 yrs 9 mos
Suntrust Investment Services, INC.Broker
September 2008 - March 2009 · 6 mos
Uvest Financial Services Group, INC.Broker
July 2006 - April 2008 · 1 yr 9 mos
RBC Centura Securities, INC.Broker
January 2002 - January 2006 · 4 yrs
First Union Brokerage Services, INC.Broker
October 1999 - August 2000 · 10 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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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Ronald Keever - Financial Advisor | TrueAdvisor