Unclaimed Profile

Michael Scott Bolar

STOKER OSTLER WEALTH ADVISORS, INC.·SCOTTSDALE, Arizona

Series 7, Series 63, Series 65Clean record25 years registeredSTOKER OSTLER WEALTH ADVISORS, INC.

4900 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ 85251CRD# 1724625Firm CRD# 111320

Profile Verification

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

Identity

Michael Scott Bolar · SCOTTSDALE, AZ

Registration

CRD #1724625 · STOKER OSTLER WEALTH ADVISORS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Jul 2003 – present

WELLS CAPITAL MANAGEMENT INC

Jan 2001 – Jun 2003

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 23, 2001

Years registered · 25

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

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Frequently Asked Questions

What services does Michael Scott Bolar offer?

Michael Scott Bolar specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Michael Scott Bolar's credentials?

Michael Scott Bolar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Scott Bolar located?

Michael Scott Bolar is based in SCOTTSDALE, Arizona, working with STOKER OSTLER WEALTH ADVISORS, INC.. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Michael Scott Bolar charge for services?

Michael Scott Bolar'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.

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