AdvisorOS Directory
Claim Profile
Unclaimed Profile
MM

Mindy Margaret Mahaney

BOK FINANCIAL SECURITIES, INC.·TULSA, Oklahoma
SIE, Series 7Clean recordBOK FINANCIAL SECURITIES, INC.
ONE WILLIAMS CENTER, TULSA, OK 74102CRD# 6403627Firm CRD# 17530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mindy Margaret Mahaney · TULSA, OK
Registration
CRD #6403627 · BOK FINANCIAL SECURITIES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
BOK FINANCIAL SECURITIES, INC.
CRD 17530 · SEC 801-53600
AUM
$738M
Regulatory assets under management
Employees
165
3,101 client accounts
Services offered by BOK FINANCIAL SECURITIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BOK FINANCIAL SECURITIES, INC. →
Introduction

Speak with Mindy Margaret

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mindy Margaret is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TULSA?

Browse all registered financial advisors in TULSA, Oklahoma or claim this profile if it's yours.

Browse TULSA AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Mindy Margaret Mahaney offer?
Mindy Margaret Mahaney specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Mindy Margaret Mahaney's credentials?
Mindy Margaret Mahaney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mindy Margaret Mahaney located?
Mindy Margaret Mahaney is based in TULSA, Oklahoma, working with BOK FINANCIAL SECURITIES, INC.. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Mindy Margaret Mahaney charge for services?
Mindy Margaret Mahaney's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOK FINANCIAL SECURITIES, INC.?
BOK FINANCIAL SECURITIES, INC. has approximately 165 employees and manages $738M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BOK FINANCIAL SECURITIES, INC.

Scott Bradley Grauer
TULSA, OK
Brett Alan Dean
TULSA, OK
James Bradford Steele
TULSA, OK
Jerry Keith Williams
TULSA, OK
Jon Craig Swanson
TULSA, OK
Arthur Donald Jr Robb
TULSA, OK

More Advisors in TULSA, Oklahoma

Channing Stice Smith
JACKSON HOLE CAPITAL PARTNERS, LLC·TULSA, OK
Debra Lynn Konieczny
CAPITAL ADVISORS, INC.·TULSA, OK
Keith Charles Goddard
CAPITAL ADVISORS, INC.·TULSA, OK
CFA
Lorine Ann Smith
CAPITAL ADVISORS, INC.·TULSA, OK
George Anderson Brown
CAPITAL ADVISORS, INC.·TULSA, OK
Jamie Lynn Wilson
CAPITAL ADVISORS, INC.·TULSA, OK

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (107)EDMOND (16)BARTLESVILLE (13)DURANT (6)ARDMORE (5)PONCA CITY (3)BETHANY (3)CLINTON (1)NORMAN (1)ADA (1)
City Guides
OKLAHOMA CITY GuideEDMOND GuideBARTLESVILLE GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
Request removal of this profile