Unclaimed Profile

David Charles Sego

BOK FINANCIAL PRIVATE WEALTH, INC.·DENVER, Colorado

Series 28CFPPFSClean record25 years registeredBOK FINANCIAL PRIVATE WEALTH, INC.

1600 BROADWAY, DENVER, CO 80202CRD# 4541939Firm CRD# 106733

Profile Verification

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

Identity

David Charles Sego · DENVER, CO

Registration

CRD #4541939 · BOK FINANCIAL PRIVATE WEALTH, INC. · 25 years registered

Brand Profile

Not yet started

Career History

BOK FINANCIAL PRIVATE WEALTH, INC.

Apr 2016 – present

WEAVER WEALTH MANAGEMENT

Oct 2000 – Nov 2016

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 28

Registration record

First registered · October 11, 2000

Years registered · 25

Professional designations · CFP, PFS

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 David Charles Sego offer?

David Charles Sego specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DENVER, Colorado for a consultation.

What are David Charles Sego's credentials?

David Charles Sego holds the following professional designations: CFP, PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Charles Sego located?

David Charles Sego is based in DENVER, Colorado, working with BOK FINANCIAL PRIVATE WEALTH, INC.. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does David Charles Sego charge for services?

David Charles Sego'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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