Andrew Louis Nelson
Investment adviser representative at Bok Financial Private Wealth, Inc.
26 yearsExperience
2 statesRegistered in
$3.7BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Bok Financial Private Wealth, Inc.Aug 2026 to now
- Bok Financial Securities, Inc.Nov 2025 to now
- BOKF, NANov 2025 to now
- LPL Financial LLCApr 2025 to Oct 2025
- UnemployedNov 2024 to Apr 2025
- Charles Schwab BankFeb 2005 to Oct 2024
- Charles Schwab & Co., Inc.Oct 1999 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (CO, OK).
Bok Financial Private Wealth, Inc.
$3.7BAssets managed
818Clients
24Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2530760
- Firm CRD
- 106733