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Ronald Charles Keever

Investment adviser representative at Bok Financial Advisors
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets

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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 feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

14 years in the industry.

  1. Bok Financial Private Wealth, Inc.Dec 2019 to now
  2. Bok Financial Securities, Inc.Mar 2018 to now
  3. BOKF, NAMar 2018 to now
  4. PNC InvestmentsMay 2012 to Mar 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 2 states (CO, OK).

Bok Financial Advisors

Legal name: Bok Financial Securities, Inc.

$1.1BAssets managed
3,334Clients
123Advisers
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
4002568
Firm CRD
17530
Advisor's SEC record (opens in a new tab)
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