Unclaimed Profile

Stephen Michael Wyett

BOK FINANCIAL PRIVATE WEALTH, INC.·DENVER, Colorado

Series 7, Series 8, Series 53, Series 63Clean record22 years registeredBOK FINANCIAL PRIVATE WEALTH, INC.

1600 BROADWAY, DENVER, CO 80202CRD# 2106985Firm CRD# 106733

Profile Verification

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

Identity

Stephen Michael Wyett · DENVER, CO

Registration

CRD #2106985 · BOK FINANCIAL PRIVATE WEALTH, INC. · 22 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 – Nov 2023

TULSA, OK

TOM JOHNSON INVESTMENT MANAGEMENT, INC.

Apr 2004 – Oct 2005

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 53

Series 63

Registration record

First registered · April 6, 2004

Years registered · 22

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 Stephen Michael Wyett offer?

Stephen Michael Wyett specializes in Financial Planning, Investment Management, Wealth Management.

What are Stephen Michael Wyett's credentials?

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

Where is Stephen Michael Wyett located?

Stephen Michael Wyett is based in DENVER, Colorado, last registered with BOK FINANCIAL PRIVATE WEALTH, INC..

How does Stephen Michael Wyett charge for services?

Stephen Michael Wyett'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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