Unclaimed Profile

Clint Scott Dishman

BOK FINANCIAL PRIVATE WEALTH, INC.·DENVER, Colorado

Series 7, Series 24, Series 63, Series 65Clean record26 years registeredBOK FINANCIAL PRIVATE WEALTH, INC.

1600 BROADWAY, DENVER, CO 80202CRD# 3197465Firm CRD# 106733

Profile Verification

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

Identity

Clint Scott Dishman · DENVER, CO

Registration

CRD #3197465 · BOK FINANCIAL PRIVATE WEALTH, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOK FINANCIAL PRIVATE WEALTH, INC.

BOK FINANCIAL ADVISORS

Sep 2012 – Jan 2023

TULSA, OK

FIRST STATE INVESTMENT ADVISORS INC

Apr 2000 – Mar 2008

TULSA, OK

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 18, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

BOK FINANCIAL PRIVATE WEALTH, INC.

CRD 106733 · SEC 801-51401

AUM

$2.8B

Regulatory assets under management

Employees

2,128 client accounts

Services offered by BOK FINANCIAL PRIVATE WEALTH, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOK FINANCIAL PRIVATE WEALTH, INC. →

Introduction

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Frequently Asked Questions

What services does Clint Scott Dishman offer?

Clint Scott Dishman specializes in Financial Planning, Investment Management, Wealth Management.

What are Clint Scott Dishman's credentials?

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

Where is Clint Scott Dishman located?

Clint Scott Dishman is based in DENVER, Colorado, last registered with BOK FINANCIAL PRIVATE WEALTH, INC..

How does Clint Scott Dishman charge for services?

Clint Scott Dishman'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 BOK FINANCIAL PRIVATE WEALTH, INC.?

BOK FINANCIAL PRIVATE WEALTH, INC. has approximately 33 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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