Unclaimed Profile

Kimberly A Bridges

BOK FINANCIAL PRIVATE WEALTH, INC.·DENVER, Colorado

Series 7, Series 63Clean record17 years registeredBOK FINANCIAL PRIVATE WEALTH, INC.

1600 BROADWAY, DENVER, CO 80202CRD# 5546574Firm CRD# 106733

Profile Verification

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

Identity

Kimberly A Bridges · DENVER, CO

Registration

CRD #5546574 · BOK FINANCIAL PRIVATE WEALTH, INC. · 17 years registered

Brand Profile

Not yet started

Career History

BRIGHT WOMEN FINANCIAL

Oct 2025 – present

KHC WEALTH MANAGEMENT

Sep 2014 – Mar 2015

OVERLAND PARK, KS

STOKER OSTLER WEALTH ADVISORS

May 2009 – Jun 2012

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · May 11, 2009

Years registered · 17

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 Kimberly A Bridges offer?

Kimberly A Bridges specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DENVER, Colorado for a consultation.

What are Kimberly A Bridges's credentials?

Kimberly A Bridges is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberly A Bridges located?

Kimberly A Bridges 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 Kimberly A Bridges charge for services?

Kimberly A Bridges'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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