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Bradley Wedel

Bok Financial Advisors
25 Years of Experience
Oklahoma City, OK
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Bradley Wedel is a registered investment advisor at Bok Financial Advisors, based in Oklahoma City, OK, with 25 years of industry experience. Bradley 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

11830 S. Pennsylvania Avenue, Oklahoma City, OK, 73170

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History

Regulatory History (2)
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
July 2011
Settled
Customer Dispute
August 2006
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bok Financial Advisors
July 2008 - Present · 18 yrs 3 mos
Bok Financial Securities, INC.Broker
July 2008 - Present · 18 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - July 2008 · 1 yr 3 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - July 2008 · 1 yr 3 mos
Morgan Stanley
April 2001 - April 2007 · 6 yrs
Morgan Stanley Dw INC.Broker
November 2000 - April 2007 · 6 yrs 5 mos
State Registrations23 states
AKALARAZCACOCTFLIAILKSLAMAMOMSNCNMOHOKSCTXVAWY
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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