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Brett Micheal Loxterman

Cavanal Hill Investment Management, Inc.

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About Brett Micheal Loxterman

Brett Loxterman is an Investment Advisor Representative with Cavanal Hill Investment Management, Inc. Brett has over 10 years of experience in the financial services industry. Brett has a Series 6, Series 63, Series 65 and Series 6TO licenses. Brett is registered with the state of Kansas, Missouri and Oklahoma. Cavanal Hill Investment Management, Inc. is a firm with a strong focus on investment management for individuals, businesses and investment companies. Cavanal Hill Investment Management, Inc. specializes in the following areas: portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles.

Firm Information

Brett Loxterman is currently registered with Cavanal Hill Investment Management, Inc.. Cavanal Hill Investment Management, Inc. is an investment management firm headquartered in Tulsa, OK, United States. The firm manages approximately $11.57 billion in assets for a variety of clients, including investment companies, banks, and other investment advisors. The firm's investment advisory services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
Cavanal Hill Investment Management, Inc.

ONE WILLIAMS CENTER

TULSA, OK 74172-0172

$11.57B

Assets Under Management

Not reported

Total Clients

29

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Brett Loxterman’s Registration & Firm History

OK

08/19/2021 - Present

Cavanal Hill Investment Management, Inc. (TULSA OK)

MA

08/23/2016 - 07/16/2021

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

04/14/2015 - 06/17/2016

SIGNATOR INVESTORS, INC. (WESTWOOD MA)

NJ

01/07/2015 - 04/15/2015

NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)

TX

03/04/2013 - 10/23/2014

LOCKTON FINANCIAL ADVISORS, LLC (DALLAS TX)

MO

01/25/2005 - 11/17/2006

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 10/17/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett Micheal Loxterman.
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