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Unclaimed

Unclaimed

Unclaimed

Stoker Ostler, A Part OF BMO Financial Group

Headquartered in SCOTTSDALE, AZ

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UnclaimedThis information is unverified and unclaimed information.

Firm Information

Stoker Ostler is a wealth management firm based in Scottsdale, Arizona, that provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm is a part of BMO Financial Group and has over 9 investment adviser representatives. They manage over $2.5 billion in regulatory assets under management.

Stoker Ostler, A Part OF BMO Financial Group

4900 N. SCOTTSDALE ROAD

SCOTTSDALE, AZ 85251

$2.56B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP has a total of 3 branch locations across the country.
location

SALT LAKE CITY, UT

location

Salt Lake City, UT

location

SCOTTSDALE, AZ

Advisors at Stoker Ostler, A Part OF BMO Financial Group

View All 14 Advisors
Unclaimed
Cody Rene Amis

CFP®, CFA®, RA

SCOTTSDALE, AZ

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Unclaimed
Michelle Lee Decker

CFP®, RA

SCOTTSDALE, AZ

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Unclaimed
Michael Craig Halls

CFP®, CFA®, RA

SALT LAKE CITY, UT

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Unclaimed
Justin Boxleitner Bobus

CFA®, RA

SCOTTSDALE, AZ

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Unclaimed
Zhanshuo Qiang

CFA®, RA

SCOTTSDALE, AZ

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Unclaimed
David Evan Nuttall

CFP®, RA

SCOTTSDALE, AZ

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Unclaimed
Sean Lunny

CFP®, RA

SCOTTSDALE, AZ

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Unclaimed
Charles A Bruening

CFP®, CFA®, RA

SCOTTSDALE, AZ

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Disclosures

There are no public disclosures for Stoker Ostler, A Part OF BMO Financial Group.

Frequently Asked Questions (7)

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