STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

4900 N. Scottsdale Road
Suite 2600
Scottsdale, Arizona 85251
Tel: 480-890-8088

About STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP, formally registered with the SEC as STOKER OSTLER, A PART OF BMO FINANCIAL GROUP. The firm was established in 04/14/1997. They have over 2 offices throughout the country.

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP is a Scottsdale, Arizona based Financial Planning firm with nearly $2,556,150,742 assets under management, offering retirement planning & investment advisory services to 4225 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111320
SEC#	801-54265
Assets Managed by Firm	$2,556,150,742
No. of Clients	4225
No. of Advisors	26

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4225	$2,556,150,742
Individuals (other than high net worth individuals)	628	$328,682,403
High net worth individuals	664	$2,217,085,068
Charitable organizations	7	$10,383,271

More Retirement Planning firms in Scottsdale, Arizona:

Firm Name	Assets Under Management	Total Clients	Total Advisors
OSAIC WEALTH, INC. 18700 N. Hayden Road, Suite 255 Scottsdale, AZ, 85255	$94,557,613,744	437201	6838
VOYA INVESTMENTS, LLC 7337 E. Doubletree Ranch Road, Suite 100 Scottsdale, AZ, 85258-2034	$57,786,360,253	69	121
GI PARTNERS 6720 N Scottsdale Road, Suite 350 Scottsdale, AZ, 85253	$32,630,475,936	25	152
DAVIS SELECTED ADVISERS LP 3600 E. Hemisphere Loop Tucson, AZ, 85706-5041	$22,942,793,322	142	123
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258	$9,326,336,708	43221	570

Explore More Retirement Advisors in Scottsdale, Arizona

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.