STOKER OSTLER WEALTH ADVISORS, INC.

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
SCOTTSDALE, Arizona·6 registered advisors·CRD# 111320
SEC# 801-542651480-890-8088
01

Firm Overview

AUM
$2.6B
Regulatory assets under management
Employees
26
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STOKER OSTLER WEALTH ADVISORS, INC.

6 registered advisors
April May Ward
SCOTTSDALE, Arizona
Jeffrey Paul Pruitt
SCOTTSDALE, Arizona
Michael Craig Halls
SCOTTSDALE, Arizona
Michael Scott Bolar
SCOTTSDALE, Arizona
Michelle Lee Decker
SCOTTSDALE, Arizona
Wallace William Harris
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
6 advisors

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Data sourced from SEC Form ADV filings. STOKER OSTLER WEALTH ADVISORS, INC. (CRD# 111320) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.