Unclaimed Profile

April May Ward

STOKER OSTLER WEALTH ADVISORS, INC.·SCOTTSDALE, Arizona

Series 7, Series 63, Series 65Clean record21 years registeredSTOKER OSTLER WEALTH ADVISORS, INC.

4900 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ 85251CRD# 2801235Firm CRD# 111320

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

April May Ward · SCOTTSDALE, AZ

Registration

CRD #2801235 · STOKER OSTLER WEALTH ADVISORS, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STOKER OSTLER WEALTH ADVISORS, INC.

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

May 2005 – Aug 2016

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 3, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STOKER OSTLER WEALTH ADVISORS, INC.

CRD 111320 · SEC 801-54265

AUM

$2.6B

Regulatory assets under management

Employees

4,225 client accounts

Services offered by STOKER OSTLER WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STOKER OSTLER WEALTH ADVISORS, INC. →

Introduction

Speak with April

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if April is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does April May Ward offer?

April May Ward specializes in Financial Planning, Investment Management.

What are April May Ward's credentials?

April May Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is April May Ward located?

April May Ward is based in SCOTTSDALE, Arizona, last registered with STOKER OSTLER WEALTH ADVISORS, INC..

How does April May Ward charge for services?

April May Ward's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STOKER OSTLER WEALTH ADVISORS, INC.?

STOKER OSTLER WEALTH ADVISORS, INC. has approximately 26 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →