Ronald Keever
Ronald Keever is a CFP-designated registered investment advisor at Bok Financial Advisors, based in Tulsa, OK, with 23 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,179 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable. For clients with assets in the Program of less than $75,000, you may pay a rate that is greater than the rate specified in the annual fee schedule.
Fee Estimator
Location
One Williams Center, Tulsa, OK, 74172
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2016Other 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
Bok Financial Securities, INC.Broker
Previous Registrations
Bok Financial Private Wealth, INC.
PNC InvestmentsBroker
PNC Investments
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.Broker
Uvest Financial Services Group, INC.Broker
RBC Centura Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations51 states
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.