linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Travis Richard Mantel

BOK Financial Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Travis? Claim Your Profile

About Travis Richard Mantel

Travis Mantel is a financial professional with Bok Financial Securities, Inc., a firm that offers a variety of financial services, including investment advisory and brokerage services. Travis is registered to provide financial advice in Wisconsin. Travis holds Series 63, SIE and Series 52 licenses which enable Travis to advise clients in the area of municipal securities, as well as other investment products. Travis has been in the financial services industry since October 2017 and is a licensed agent with Bok Financial Securities, Inc., in Milwaukee, WI.

Firm Information

Travis Mantel is currently registered with BOK Financial Securities, Inc.. BOK Financial Securities, Inc. is a corporation formed on December 23, 1985, headquartered in Tulsa, Oklahoma. The firm provides financial planning, educational seminars, and portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer advice about securities in any manner not described above and provide selection of other advisers services. BOK Financial Securities, Inc. is registered with the SEC and in all 50 states, the District of Columbia, and the Virgin Islands. The firm has approximately 737 million dollars in assets under management.
BOK Financial Securities, Inc.

ONE WILLIAMS CENTER

TULSA, OK 74102

$737.56M

Assets Under Management

Not reported

Total Clients

311

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

furnishes advice about securities in any manner not described above.

Furnishes advice about securities in any manner not described above.

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Travis Mantel’s Registration & Firm History

WI

10/02/2017 - Present

BOK Financial Securities, Inc. (Milwaukee WI)

Not sure if Travis Richard Mantel is right for you?

Licenses & Designations

BC

Issued 11/28/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2017

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis Richard Mantel.
Not sure if Travis Richard Mantel is right for you?