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Michael Patrick Maurer

Cavanal Hill Investment Management, Inc.

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About Michael Patrick Maurer

Michael Maurer is a registered investment advisor representative with Cavanal Hill Investment Management, Inc. Michael has been in the securities industry for over 28 years. Michael is registered to provide investment advisory services in multiple states including Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Kansas, Louisiana, Massachusetts, Missouri, New Hampshire, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas, Utah, Virginia, and Washington. Michael holds the Series 63 and 65 licenses and has passed the Series 7 exam. Michael is also a Chartered Financial Analyst (CFA). Michael is a member of Cavanal Hill Investment Management, Inc.'s Tulsa office.

Firm Information

Michael Maurer 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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Michael Maurer’s Registration & Firm History

OK

08/09/2006 - Present

Cavanal Hill Investment Management, Inc. (TULSA OK)

MO

10/07/1994 - 11/11/2002

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 02/12/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/31/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Patrick Maurer.
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