Michael Craig Halls
Investment adviser representative at Stoker Ostler, A Part of BMO Financial Group
21 yearsExperience
4 statesRegistered in
CFP® certification, CFADesignations
$3.7BFirm assets
Are you Michael Craig Halls? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
21 years in the industry.
- Stoker Ostler Wealth Advisors, Inc.Aug 2005 to now
- Stoker Ostler, A Part of BMO Financial GroupDec 2000 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 4 states (AZ, NE, TX, UT).
Stoker Ostler, A Part of BMO Financial Group
Legal name: Stoker Ostler Wealth Advisors, Inc.
$3.7BAssets managed
1,585Clients
14Advisers
29 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
- 2598955
- Firm CRD
- 111320